JF prefers short-term fixed-income instruments

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.


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