Sector report: What does 2015 hold in store for Asia ex Japan?

Last year was a reasonably good one for sterling based investors with exposure to Asia. Returns as measured by the MSCI AC Asia ex Japan Index stood at 11.32%, well ahead of other geographies, with the exception of the US. Intra-regional performance has varied, however, with the Korean market posting a negative return in sterling terms (MSCI Korea NR Index -5.6%) and Indonesia, the Philippines and India all producing returns in excess of 30%.   The upside Starting on a positive note, India was the market that had the greatest impact given its index weighting of over 9%. As has be...