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Quarterly Asia Outlook

We believe the environment is ripe for the continuation of the equity bull market, with relatively synchronised recoveries in developed markets and ongoing accommodative monetary policy. We believe the time is ripe for a rotation back into Asia, and this is supported by performance, flows, valuations and fundamentals. North Asia is attracting particular attention, with China Korea and Taiwan all doing well. China warrants interest at this point and India may have more to go. As such, funds which may benefit include India Focus, with great alpha in an underlying strong market; China Consumer as the best way to play China still; Asian Smaller Companies and Asian Aggressive high active money, low volatility, highly successful strategies in the pan-regional category.
Recorded Jul 7 2014 26 mins
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Presented by
Matthew Sutherland
Presentation preview: Quarterly Asia Outlook
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  • Title: Quarterly Asia Outlook
  • Live at: Jul 7 2014 3:00 am
  • Presented by: Matthew Sutherland
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