Asia: Time to question the 'accepted wisdom'?

Asia, as a sector, fell behind global emerging markets (GEM) in popularity four years ago. However, the poor performance of GEM recently has encouraged a number of asset allocators to look again at the Asian economies, which have many of the same growth dynamics as emerging markets. The positive demographics of Asia contrast with the ageing, declining population of Japan, while the relatively higher growth levels, manageable inflation and low interest rates of many of the continent's countries are more positive than the volatility and mixed fortunes of a number of emerging nations, parti...