Jason Pidcock says the cat is out of the bag in terms of easy credit in China, while there could be a huge capital outflow from Japan if investors lose faith amid yen debasement.
The London-based boutique owned by BNY Mellon Asset Management has reported over $1 billion in inflows so far this year in its seven-year-old Asian income fund.
While bullish on Asian equities, Newton Investment Management's Jason Pidcock is guarding his portfolios against a potential rush into the asset class over the coming year.