LGIM: China slowdown means Asia's best assets look attractively priced

Within the emerging markets space, fears of a hard landing and shadow banking combined with poor performance have led many investors to avoid China.

Paul Hilsley, manager of the £212m L&G Asian Income fund, told delegates at Investment Week’s Funds to Watch conference that developments such as the link between the Hong Kong and Shanghai stock exchanges will present new opportunities in the Chinese growth story.  What are the key opportunities you currently see within Asia? Asia continues to contain a wealth of high yielding companies: there are the same number of companies in Asia ex Japan yielding over 4% as there are in the UK, Europe, and North America put together. If one believes that focusing on income points towards bet...