Sector report: Is China keeping you up at night?

The main concern for Asian equity investors at the moment is central bank policy. It now seems clear that quantitative easing (QE) will end at some point. Yet recent comments from the Fed and the European Central Bank, coupled with actions by the People's Bank of China, have left investors wondering when, in which direction, and how far, monetary policies will shift. The second concern is the slowing of the Chinese economy and its immediate impact on neighbouring countries. The weak US recovery and continued sluggishness in Europe are of little comfort either. Meanwhile, the final wor...