"Dear David, following your comments today stressing the Autonomies and some dividend aristocrats, do you think Asian markets could be a good choice for where to invest? Most of the Asian ex-Japan dedicated long-only funds that I follow have lost 25% to 28% average in the last 12 months. They seem to be very linked to what China could do with its economy and its growth. Thank you for your thoughts."

David Fuller's view Thanks for an email of general interest.

Overall, I think Dividend Aristocrats and high-yielding Autonomies are likely to hold up relatively well in this choppy market environment (see Eoin's review of some of them below).

Asian markets generally have a higher beta, although the ASEAN region has been a good relative performer and we certainly like it for the medium to longer term. So much is linked to China, as you point out, not least the resources markets. You will have seen my latest comments on China above and I maintain that it is one of the more promising markets for at least the medium term.