Following January's panic, markets staged a strong recovery from their mid-February lows following central bank action, a firming in oil and commodity prices, a clearer picture on China and US interest rates.
Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.
Bearish on central bank policy
Fell by 16% during March
Tech not immune from growth concerns
Baidu, Alibaba and Tencent
Joined in February 2015
EM duration offering attractive risk/returns
The long-term, secular trends that have fuelled Asia's rapid growth over the last decade are well known, yet one trend - the burgeoning Asian middle-class consumer - is a secular force that is still only in its early stages, according to T.Rowe Price's...