Guinness Asset Management has extended its emerging markets suite with the launch of the Best of Asia fund, the firm's fourth in the asset class.
Large rotation of assets
Opportunities in the IT sector
Underperformed other developed markets
In the years prior to 1997, the countries known as the Asian tigers (Indonesia, South Korea, Malaysia and Thailand) experienced extraordinary economic performance along with macroeconomic stability.
There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.
Political stability crucial