Tournament starting this weekend
Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...
Increased focus on tobacco
Leads global marketing and sales
Yield target for Asian Income falls to 125% of index
The structural forces of ageing populations, increasing debt levels, the abundance of capital and competition, and a move to protectionism by many countries creates a backdrop of low growth.
Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.
Also taking over Stephany's UK Opportunities
Ahead of Jupiter fund launch