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A mix of developed and developing economies in one of the world’s most exciting growth regions.
“Angus Tulloch, manager of the First State Asia Pacific Leaders fund has warned of the negative impact of sustained rising oil prices on Asian economies. ”
“Why GLG Japan CoreAlpha’s Neil Edwards is sticking by Sony ”
“Hugh Young, manager of the Aberdeen Asia Pacific fund, a Citywire Selection pick, has warned that, despite their strength, Asian economies are not immune to the ‘shaky’ condition of the West. ”
“Aberdeen head of equities and manager of the Asia Pacific and Japan fund Hugh Young concedes there are a number of exciting value plays in Japan but he is not ready to dramatically increase his weighting to the country due to flat growth prospects and a shareholder unfriendly culture. ”
“Fidelity South East Asia manager Allan Liu has been increasing his exposure to domestic facing companies in China, as the country continues its gradual shift away from an export-focused business model to a domestic one. ”
“Paul Chesson, manager of the Invesco Perpetual Japan fund, has attributed his recent underperformance to his high weighting to Japanese exporters in the technology sector, while having no exposure to pharmaceuticals, telecoms and utilities companies. ”
“Biggest Holding: Samsung”
“The Topix is yet to recover in line with other major markets”
“Polar Capital Japan's managers have been using the strong Japan rally this year to increase their large cap weighting and add regional banks and exporters to the £630 million portfolio. ”
“This is an investment trust with one of the most exciting... ”
“Sector's leading long-term manager”
Denotes a Star Pick, selected by Jon Miller - Head of research at Citywire
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