Denny Fish, a tech portfolio manager at Janus Henderson, believes tech’s recent volatility was the result of valuation adjustments as equity markets recalibrate for an era of higher interest rates.

Attractive valuations, less harsh regulation and the easing cycle of China’s monetary policy mean some managers may be turning positive on the country. Peter Guy speaks to two regional portfolio managers.

London-based boutique Crux Asset Management has formed a strategic alliance with Swiss-based Union Bancaire Privee Privé (UBP) to bolster its equity offering in Asia.

Japan’s new prime minister - seen as the status quo candidate when he succeeded his party colleague Yoshihide Suga recently - is to contest a general election this weekend. As a result, there was little early prospect of the kind of structural reforms that would excite markets, David Whitehouse reports.

Without dedicated China equity allocations, investors miss an exceptional opportunity to enhance their portfolios’ prospective risk-adjusted returns, and fully capitalize on the diversification and alpha offered by China’s public equity space.