Japan and eurozone feeling the pain
India and China most interesting in region
Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...
Holds less than 10% in direct China exposure
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