Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.
Firm favours specialist boutique niche
The long-term, secular trends that have fuelled Asia's rapid growth over the last decade are well known, yet one trend - the burgeoning Asian middle-class consumer - is a secular force that is still only in its early stages, according to T.Rowe Price's...
The Japanese yen hit a multi-year low of ¥125 to the dollar in June last year, a significant 40% decline from its peak of around ¥75 in October 2011. As a result, the weak Japanese yen drove corporate earnings to record highs in the last few years.
Yield target for Asian Income falls to 125% of index
Ahead of Jupiter fund launch
Manager shares his investment lessons from last 30 years
If the recent sell-off can be attributed to any single factor, it has been events in China - and particularly its currency.
Developments for Asia market