Since it overheated in 2011, following a four-year bull phase that was characterised by expensive equities and an overvalued currency, the Vietnamese economy has been turned around in classic monetary and fiscal fashion.
As 2015 draws to a close, Japan watchers have grown increasingly concerned the country's reform programme, or Abenomics, is failing to kick-start the economy. Despite unprecedented amounts of monetary stimulus, GDP growth estimates for Japan have lagged...
Investors flee from emerging markets
The ASEAN region is a relatively unloved one at the moment due to a host of factors, including an investor preference for North Asia and weak domestic earnings.
Asian investment director's decision follows industry break
Also works at Lombard Street Research