Baidu

Trade concerns no deterrent to manager's outlook

Strife ahead of Chinese New Year

We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.

Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.

Opportunities in unlisted companies

Boosted by Chinese tech stocks

Emphasis remains on growth companies

Key to maintaining a balanced approach

China funds did well

Dominance by Chinese tech firms