China equities should see 15% EPS growth, says Galaxy

Hong Kong-based Galaxy’s portfolio of hedge funds had a good 2010 and its managers are optimistic that the global recovery will continue, with inflation the chief risk.


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





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 138
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