Focus on relations between Pyongyang and the world
Overheated global economic recovery a risk
Fund selectors: How we are gaining exposure to Asia through specialist funds and wider emerging market vehicles
Boosting profile in the region
Value should emerge quickly
Previously only run on segregated basis
Currently hosting Winter Olympics
Japanese equities fall
Guinness Asset Management has extended its emerging markets suite with the launch of the Best of Asia fund, the firm's fourth in the asset class.
Spent six years at Ruffer
Large rotation of assets
Will host in 2020
Opportunities in the IT sector
Underperformed other developed markets
In the years prior to 1997, the countries known as the Asian tigers (Indonesia, South Korea, Malaysia and Thailand) experienced extraordinary economic performance along with macroeconomic stability.
There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.
Political stability crucial
The top and bottom sectors, funds and stockmarkets of the quarter
'Still fair way to go'