Neil Veitch, manager of the SVM World Equity fund, has benefited from increasing exposure to financials in the last six months, as the loosening of Basel III requirements for banks has boosted the sector.
Recent years have seen rapid economic growth in India and China. But, with both countries having undergone major change and challenges in 2012, questions about their future potential have led to much debate among investors.
China's economic growth picked up in the fourth quarter of 2012, but data for the year as a whole showed the country recorded its slowest growth for 13 years.