'Investors must still beware Asia's corporate pitfalls'

However, he has managed to negotiate these potential pitfalls and steer his fund to top-quartile performance in the Asia ex Japan sector. Over three years to 14 November 2014, the fund has returned 43.5% compared to a sector average of 27.5%, according to FE. The portfolio, which has around 80% invested in longer-term growth plays and 20% in cyclicals, has also outperformed over one year. Here, Mehta tells Julia Rampen why he is buying Chinese state-owned enterprises, what obstacles Indonesia's new president faces, and why he is holding on to his Indian stocks. How have you respon...