In the second part of this month's big question, fund managers from Investment Week's Funds to Watch conference reveal how they are positioned for the second half of 2016 and where they identify the best opportunities and biggest risks in their part of the market.
Eric Moffett, portfolio manager, Asian equities T.Rowe Price We maintain significant active positions in consumer staples businesses. Convenience stores, supermarkets, manufacturers of day-to-day necessities are well positioned to grow revenues in Asia well into the future. In financials we see sustainable demand in insurance companies as consumers demand higher protection, and in real estate. We think Hong Kong is offering good value currently in companies exposed to both global growth and the domestic real estate market. The higher growth South Asian markets like India, Indonesia...
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