Sunil Asnani, portfolio manager at Matthews Asia, gives his views on the most exciting investment opportunities in India and what lies ahead for the country in H2 2018.
Trade war remains a risk
For equity investors seeking substantial access to the Chinese market, 2018 brought welcome news.
How to find value in Japan
Unlikely to give exposure to rising middle class
Fee reduction and new dividend
Launched on 18 April
Effective from 1 August
Focus on Asia income
Focus on 2018
Focus on relations between Pyongyang and the world
Half of new issuance this year will come from Asia
Fund selectors: How we are gaining exposure to Asia through specialist funds and wider emerging market vehicles
Boosting profile in the region
Replaced by Shaw Yann Ho
Emerging and frontier market equities saw strong performance in 2017
Structural growth in region
Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.
Follows rebound in the region
Since early 2017, Asia has seemed a potential equity hotspot. But with everything selling off, it's been hard to keep sight of that in recent weeks. Lionel Melin, Lyxor's senior cross-asset strategist explains how the fundamentals - a weaker dollar, Chinese...
Currently hosting Winter Olympics
Ranking of best developed locations
Japanese equities fall
Fears over aggressive rate hikes