Asia

The year that was...an investment A to Z

Andrew Lebus, Pantheon International Participations investment trust manager, explains how recent changes in China have helped create a tailwind for opportunities in the US manufacturing sector.

Mark Williams, manager of the Liontrust Asia Income fund, highlights how far India has come over the past year and why, despite its strength, better opportunities may exist elsewhere in Asia in 2015.

Spotlight on: Asia’s banking sector

Aubrey Capital Management will expand its fund range with the launch of an emerging market consumer fund in January.

In a year in which active management has struggled severely, Asia-focused funds have emerged as the only major equity grouping in which the average manager has beaten the benchmark.

'Investors must still beware Asia’s corporate pitfalls'

Within the emerging markets space, fears of a hard landing and shadow banking combined with poor performance have led many investors to avoid China.

Andy Ng, manager of the Tokio Marine Asian Equity fund, explains the sectors and themes best placed for growth in a rapidly evolving continent.