Asia

ON ASIA

Manish Sonthalia, portfolio manager of the Gemini MOSt India fund, discusses the headwinds affecting the country's investment climate and reveals the positive signs of life.

ONE TO WATCH

The IMA is consulting on scrapping current labels for the Managed sectors in favour of more simplified A, B, C, D categorisation.

ON ASIA

ON SPECIALIST MARKETS

Barings' head of Asian equities Colin Ng is rotating his portfolio away from industrials and petro-chemical stocks that took a hit in the summer sell-off, and has been adding to banks.

The International Monetary Fund (IMF) has cut Asia's growth forecast for this year and next, and said it fears Europe's debt crisis may trigger a sell-off in Asian assets.

JO Hambro Capital Management's new Asian fund manager has said high profile fund managers caught out by accountancy fraud by some of China's smaller companies were not to blame as the problems can be so difficult to spot.

EAST OR WEST...