Investing off-piste in Asia: Three markets worthy of attention

Finding opportunities in less well-known markets

The consumer boom in Asia shows no sign of slowing down. With more than half the world's population, and home to over half of the world's ten fastest growing major economies, Asia enjoys growth that the West can only dream of.

And it is the consumer and service sectors that are benefitting, as economies like China transition away from primary and manufacturing sectors to become service based and consumption focussed. This is clear from the growth of disposable income outstripping that of GDP. Of the dozens of countries in Asia, there is almost an obsessive focus on just two (excluding Japan). The fascination with China and India leaves much of the rest of the region under covered and less understood. Five influential themes driving Asian equities China and India will always dominate Asia's headlines, and...