Western’s Leech stays short the euro, long Asia

The ‘other’ king of the bond world, Kenneth Leech, is still optimistic about Asia despite it assuming the burden of tighter monetary policy.


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





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Underweight US
  18%
 
Overweight US
  34%
 
Underweight EMs
  10%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 77
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November 2016 Magazine
AsianInvestor Magazine