Asia

Due to 'strong interest' from investors

Over the course of 2016, the factors driving Asia's capital markets changed, writes Sharat Shroff, portfolio manager at Matthews Asia.

A trade war would hurt both the US and China

Tides change for India and China

Threat of trade wars

North Asia presents the most attractive opportunities

Still lower than other developed markets

Creates 'favourable tailwinds' for Asia

Invest in regions which are uncorrelated to the political uncertainty

Kenichi Amaki, Portfolio Manager, Matthews Asia