Geoff Lewis, head of investment services at JF Asset Management, says China's domestic economy is still in focus.
Lee says the deleveraging of US credit remains the biggest challenge for all investors.
Around 75-85% of the fund will be exposed to a basket of 30 to 40 high conviction stocks; the rest will be invested in exchanged-listed bonds.
Investment Outlook Series: Victor Lee, a regional investment manager at JF Asset Management, says confidence in China stems from the government's maximum effort to support growth and employment.
The staff reduction in Asia is part of a global cost-cutting measure. Key positions in the region remain intact.
Any country with a funding need or a current account deficit is vulnerable, so JF Asset Management sticks with countries that have more positive trade flows and a huge monetary war chest.