NN Investment Partners' Robert Davis asks if the market has fallen in love with the 'story' at the expense of remembering valuations.
Investors should adopt a total return approach in the current environment according to Matthews Asia's Yu Zhang
Fidelity and Man GLG also winners
Underperformed other developed markets
'Emphasis on active portfolio management'
Few individual stocks have generated as much excitement this year as the US FANGs: Facebook, Amazon, Netflix, and Google (now Alphabet).
Effective from 29 September
Three macro trends should shape the Japanese economy over the next couple of years.