Fund Manager, Asian Equities & Head of Global Small Cap
A tumultuous 2018 has left Asian equities significantly cheaper and presenting selective opportunities, but investors need to tread carefully. Four of our Asian equity managers explain why.
With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.
Asian stockmarkets have continued to climb higher. Despite the gains, there are many reasons to be positive. Matthew Dobbs highlights the most relevant charts.
We look at the huge shift of economic power towards a growing and increasingly wealthy Asian middle class, which - crucially - is both young and at ease with technology and rapid change.
Matthew Dobbs, a veteran Asian fund manager, was in the eye of the storm in 1997. He examines why it happened and whether it could be repeated