Asia

ON ASIA

Jason Pidcock and Caroline Keen of the Newton Asia-Pacific equities team say the trend for dividend-paying Asian companies is continuing to evolve.

EMERGING ASIA

Tim Gibson is joining Henderson Global Investors as head of property equities for Asia on 1 March.

ON ASIA

Ignis' Diamond Lee believes Asia will have a major inflation problem in the second half of the year, causing markets to become more risk averse.

CURRENCIES

Threadneedle's CIO Mark Burgess has reduced holdings in Asian and emerging markets in expectation of inflationary pressures, adding instead to European banking stocks and Japanese equities.

The Aberdeen multi-management team has begun to build up exposure to developed regions, with a skew towards UK equity funds.

When it comes to Asia and BRIC investing, it is China that traditionally grabs the headlines, with India lagging behind. But the Indian economy is big and growing rapidly and groups are increasingly offering funds targeting the subcontinent.