First State's Susie Rippingall believes Hong Kong could experience an economic boom if interest rates remain low in the US.
First State's Asia Pacific and global emerging markets team, led by Angus Tulloch, says the China consumer demand story has been "flogged to death."
ON SPECIALIST MARKETS
Baillie Gifford's Gerald Smith has sold his stake in the group's Pacific fund, preferring to invest directly in China.
Baillie Gifford's head of emerging markets Richard Sneller has assumed control of the Pacific fund following a reshuffle at the group.