Taiwan is one of Insight Investment's least favourite markets after giant computer-chip maker Intel'...
Taiwan is one of Insight Investment's least favourite markets after giant computer-chip maker Intel's cautious trading statement earlier this month.
'Taiwan relies heavily on technology and IT spending,' said Peter Hill, head of international equities at the group.
Korea is a favourite, however, as it is growing at 6% per year. Hill said. 'It is a large economy and the market is not reflecting opportunities over the next few years.'
Insight has a 2% weighting in Indonesia and has increased its exposure to Hong Kong. Within this, it is focusing on companies based in Hong Kong but with exposure to China.
Making the right market choice is crucial in deciding where to invest in Asia, according to Hill. 'There is huge diversity across the region from India in the West to Korea in the East and from China down to New Zealand,' he said.
'If you look at a market's performance and the difference between the best performer and the worst performer every year over the past 11 years, the gap is very significant.'
Joined as head of strategy, multi asset, in June
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