Manager eyes exceptionally cheap companies as economy has ‘started to reverse’.
Manufacturing activity in China reached a six-month low in November, according to data from HSBC.
Shanghai Connect initiative provides ‘huge investment opportunity’ for investors.
World’s third largest economy tips into a technical recession on back of sales tax rise.
The latest economic data out of China shows the country’s economy remains under pressure.
Canon, Japan Tobacco and Yamada Denki are among firms manager has divested holdings in.
Analysis & Opinion
The unexpected extension of Japan’s monetary policy has provided a welcome boost to Asian markets.
Korea and Taiwan are the rising stars in emerging markets.
Investments| Oct 31, 2014
Global and Asia equity house Veritas Asset Management sells stake to US company; senior staff agree ‘long-term commitments’.
Economic Indicators| Oct 31, 2014
Bank of Japan announces expansion of its quantitative and qualitative easing (QQE) programme.
Oct 28, 2014
Growth rates of 6.5 to 7 per cent expected to be ‘new normal’ for world’s second-largest economy.
Investments| Oct 20, 2014
Asian markets still look attractive, says group co-founder Justin Urquhart Stewart.
Emerging Markets| Oct 16, 2014
Robert Wang and Russell Shtern to manage the Legg Mason Emerging Markets Equity fund.