Asia Pacific ex Japan

MSCI has recently increased the Chinese A-share market's inclusion factor from 5% to 20%.

The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.

The Bigger Picture on fund selection

The US administration appears to be targeting export-oriented entities out of China.

Joining as head of Asia Pacific ex Japan

Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.

'Nobody wins in a war'

'Above-average'

Markets have reacted with increased volatility

Focus on Asia income