Korea

Australia is offering better opportunities than Asia for income investors, according to Jason Pidcock, manager of the £1.8bn Newton Asian Income fund.

FUND MANAGER FOCUS

Stock markets across Asia have fallen after news of the death of North Korean leader Kim Jong-il renewed fears of political instability in the region.

ON EMERGING MARKETS

ONE TO WATCH

Barings' head of Asian equities Colin Ng is rotating his portfolio away from industrials and petro-chemical stocks that took a hit in the summer sell-off, and has been adding to banks.

Newton's Jason Pidcock is underweighting South Korea as he believes there is a strong possibility of integration with North Korea.

ON SPECIALIST MARKETS

ON ASIA

Warren Buffett is eyeing businesses and large-cap shares in South Korea to tap into the country's growth, Bloomberg reports.