Is Asia's potential 'diluted' when accessed via EMs?

Peter Askew, co-manager of the T. Bailey Growth fund, says investors are at risk of missing out on the best Asian opportunities by only allocating to the region through emerging market labels

According to the US Department of Agriculture, three Asian countries - China, India and Japan - will occupy second, third and fourth position in the GDP (gross domestic product) rankings by 2030, with China and India the fastest growers from 2015 levels (see chart below). While China and India represent two letters of the 'BRICs' emerging market acronym, Japan is treated as a developed market. For many years, investors have made separate allocations to Japan as well as the US, so does it make sense to consider separate allocations to China and India as well? Or does their 'emerging' t...