China

After Alibaba's record-breaking IPO

Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.

Over the course of 2016, the factors driving Asia's capital markets changed, writes Sharat Shroff, portfolio manager at Matthews Asia.

Value opportunities

Mixed signals in the market

A trade war would hurt both the US and China

Fall larger than analysts' expectations

Tides change for India and China

Diversification prospects

Threat of trade wars