Asia opportunities standing out

There are mixed opinions on how the global equity markets are performing. Although much of the uncertainty surrounding the outcome of war in Iraq has been removed and oil prices have stabilised, the bear market continues. Japan is in the doldrums. Europe is suffering because of the restrictive policy framework set out by Maastricht, but also has opportunities for growth. The US has cut interest rates and taxes to create a stimulating environment. But China remains the real growth story. Peter Lucas, global investment strategies and director at Ashburton, says: 'In understanding the ...