What factors will spur confidence in the Far East?
Two themes to think of in the Year of the Ox
What compelling opportunities are available?
Expands fund range available to European investors
Managers give their sector predictions for next year
Caution pays – misconceptions do not
Major dividends being cut in developed markets
Asia was first into the coronavirus crisis, with China officially reporting cases in mid-January, but it is showing encouraging signs that it may be the first to emerge from it.
Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.