Story by: Tamsin Brown, Financial Adviser
The vast sum of money to be pumped into the development of Asia's infrastructure is good news for the outlook for the region’s equity markets, according to Fidelity International.
Asia remains an attractive place for investors thanks to enormous infrastructure investment in spite of the global slowdown, according to Fidelity International.
The recent election results in India have been a "game changer", and as such, increasing Indian exposure will be the main aim of Ashburton's $46m (£28m) Chindia Equity fund over the next few months.
Polar Capital has announced new currency hedging and fee rates on its Japan fund as part of a move to overhaul the portfolio's share classes.
Neiloy Ghosh, former manager of Newton Investment Management's £6m Japan fund, has left the company.
Signs of economic recovery are proliferating, with global equity markets returning to a semblance of health. But as markets improve around the world, not all boats are rising with the tide.
Stephen Harker and the team behind the £488m GLG Japan Core Alpha fund have decided to reduce their portfolio's overall holdings in technology and move the assets into more defensive stocks.
Lower commodity prices could provide relief for Asian stock markets, company claims
China and other Asian countries are close to bottoming and should provide a sound investment area over the next few months, according to Tokio Marine Asset Management.
\They will not be first out of recession, but valuations remain attractive, says group
David Jacob, chief investment officer of listed assets and head of fixed income for Henderson Global Investors, speaks to Girlie Garduce about alleviating the cloak-and-dagger environment of the Henderson New Star alliance and why being bigger is deemed better within asset management.
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