Darius McDermott: What should investors be hoping for from Asia?

Stockpickers’ paradise

clock • 4 min read

Having been battered and bruised by a strong US dollar in recent years, things are starting to look a little rosier for Asian markets, writes Darius McDermott.

Talk of lower rates and a weaker dollar in the US have begun to aid a region we are currently overweight to within our managed funds, as valuations still look attractive - particularly when you compare them with the US. However - and no doubt this has already crossed your mind - this whole argument is subject to the caveat that trade wars do not escalate any further. The US/China trade war and a changing interest rate policy in reaction to stuttering global growth are the principal factors impacting markets at the moment. First Fed rate cut since 2008 fails to ignite markets The la...

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