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Eyeing Asian and emerging markets

They come with both opportunities and risks, but key factors for investors to note are Chinese policy, clarity on US Fed moves and the greenback's strength.

Indian Prime Minister Narendra Modi is laying down the foundations for a broad investment recovery; the three key reforms are the land acquisition law, labour reform, and the introduction of a national goods and services tax.

Mr Taylor: "What last year highlighted again is that country selection matters in Asian and emerging markets investing."

THE final quarter of last year witnessed another bout of underperformance in Asian and emerging equity markets versus global markets. Part of this was due to the strength in the US dollar and the impact of the fall in the oil price on oil producing emerging market countries.

As we...

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