Korea

Focusing on the hubbub over emerging market elections means investors will miss the best opportunities. Take China and Korea, which stand out as value havens, says M&G's Matthew Vaight.

Decisions, decisions

J.P. Morgan Asset Management's (JPMAM) Richard Titherington has pointed to the prospect of increased dividend payments from Russian firms as a key driver of performance.

Japanese equities have led Asian markets higher as news of a nuclear test by North Korea failed to significantly dampen optimism after a three-day break.

Korea

Baring Asset Management is expanding its presence in Korea with the acquisition of one of the largest asset managers in the region, SEI Asset Korea.

SocGen permabear Albert Edwards has said the S&P 500 is in danger of breaching a crucial support level, a move that may coincide with US 10-year treasury yields moving below 1%.

Tom Naughton (pictured), manager of the Prusik Asian Equity Income fund, outlines five lesser known equities offering a high dividend yield, which are largely immune from the macro uncertainties plaguing developed markets.

Asian investment house Lion Global Investors (LGI) has launched three funds into the UK, including an Asian Income mandate which it hopes can challenge the existing powerhouses in the sector.

ASIA