Analysis

Rising stars of the industry

Rate uncertainty weighs on markets

Simon Finch, manager of the Ashburton India Equity Opportunities fund, looks at how China's demographics compare with India, following recent changes.

Period of heavy fines has passed

Despite the negative sentiment and a rise in risks, the fundamentals of Asia are better positioned to withstand an external shock than other EM regions, according to Jade Fu, investment manager at Heartwood Investment Management

Following changes revealed this morning

The growing influx of overseas investors into the London stockmarket is providing opportunities for UK multi-cap managers to find overlooked 'valuation anomalies' further down the market-cap spectrum.

Diversifying portfolios

The Borsa Istanbul index may have rallied over 5% on the back of the Justice and Development Party's (AKP) surprise win in Turkey's general election on 1 November, but fund managers have warned caution is still needed when investing in the country.

Geoffrey C. Hsu, partner of OrbiMed and manager of the BiotechGrowth trust, assesses the key drivers for the sector in 2016 and beyond.