Hermes' Asian stockpicker reveals his top five ideas

Jonathan Pines, manager of the Hermes Asia ex Japan Equity fund, has named five stocks that helped him beat competitors in his peer group last year.

Asian markets has a tough time in 2013 and an even tougher start to the new year.  Over last year, the MSCI Asia Pacific ex Japan index is up just 3.7%, and year to 31 January it is down 5%. However, Pines’ fund managed to deliver a double digit return last year, beating all its direct competitors. Over one year to 31 January, the fund returned 14.1%, according to Morningstar, versus the IMA Asia Pacific ex Japan sector average loss of 7.6% over the period. Here, Pines names five stocks that helped him navigate last year’s difficult investment environment in Asian equities. 1 Co...