Investors advised to ignore US noise

A US default seems not to have been priced in by Asian investors, despite the current government shutdown. Whatever else happens, QE tapering seems likely to be postponed.


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
  6%
 
Raise cash levels
  27%
 
No change
  13%
TOTAL VOTES: 62
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November 2016 Magazine
AsianInvestor Magazine