Despite the soaring performance of China's domestic stock markets over the last year, Asia remains the medium-term laggard. Paul Hilsley, manager of the L&G Asian Income trust, explores if forthcoming rate cuts and reforms on investment spending will...
Hiroyasu Sato, chief portfolio manager of the Tokio Marine Japanese Equity Focus Strategy, believes that the impact of the Abe administration/Bank of Japan's macro policy will lessen and now is the time to focus on attractive company fundamentals.
Peter Askew, co-manager of the T. Bailey Growth fund, says investors are at risk of missing out on the best Asian opportunities by only allocating to the region through emerging market labels
Jade Fu, investment manager at Heartwood Investment Management, analyses the public and private debt balances of Asian economies, and how they impact investors in the region
Stuart Parks, head of Asian equities at Invesco Perpetual, explains why despite China's strong equity market gains in recent months, investors may be too optimistic on other Asian countries
Newton Investment Management's Jason Pidcock is leaving the group to set up an Asian income strategy at Jupiter.
Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
Asia specialist Coupland Cardiff Asset Management is taking over an Asian small cap fund managed by Stone Drum Partners, with manager Charlie Erith also moving across.