HSBC veteran launches concentrated Taiwan fund

With no more than 20 to 30 stocks in its portfolio, the fund stresses market timing and high-conviction investments.


Quick Poll

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





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Underweight US
  19%
 
Overweight US
  34%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 74
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November 2016 Magazine
AsianInvestor Magazine