Feature

Corporate profits rebounding

Over the course of 2016, the factors driving Asia's capital markets changed, writes Sharat Shroff, portfolio manager at Matthews Asia.

On the radar of small-cap fund managers

Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.

Rallied last year

Paid shareholders £325m every working day last year

Better growth expectations than large caps

Three key national elections

A trade war would hurt both the US and China

Overshadowed by Trump and Brexit