With possibility of 20% plus corrections on the horizon, manager cautious on ASEAN markets over the next 12 to 18 months.
Focus on particular economic data points misses the extent of the change in China's economy in recent years.
Some managers still remain committed to asset class
After months of capital outflows and uncertainty, the Federal Reserve's decision to hold rates in September could provide emerging markets with some respite.
Cary Yeung, head of greater China debt at Pictet Asset Management, analyses what the recent turmoil in Chinese markets means for the onshore bond sector
Ooi Boon Peng, chief investment officer, fixed income at Eastspring Investments, looks at how last month's devaluation of the renminbi is spilling over into other Asian bond markets
Emerging market assets have seen another sharp summer sell-off and while this year's edition has been more violent than the past three, the causes are rather familiar.