When will the Fed taper, and what of EM?

Market opinion over the timing of tapering is divided, but even expectations of it are expected to divide better-placed North Asian markets from their South and Southeast Asian counterparts.


Quick Poll

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





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Underweight US
  17%
 
Overweight US
  35%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  13%
TOTAL VOTES: 69
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November 2016 Magazine
AsianInvestor Magazine