Bad news creates more buying opportunities in Asia

Asia ex-Japan equities were viewed as an attractive alternative to Western markets as the extent of the credit crunch began to reveal itself. They have since been weak but the drivers for growth remain in place.


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How will you alter your portfolio after the US election result?





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Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 142
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December 2016/January 2017 Magazine
AsianInvestor Magazine