Asia tipped for success

Julia Ho, portfolio manager on the $627m Dublin-based Legg Mason Western Asset Asian Opportunities Fund, says the underlying fundamental story will remain positive, particularly for Asian bond, currency and credit markets. “Asia is in a somewhat unique position of potentially winning in both a positive and negative global scenario,” she says. “If the global economy begins firing on all cylinders, investors on the sidelines might start feeling the confidence to deploy more capital into Asia, and investors that are already in Asia will begin to allocate more heavily to riskier investments ...