Lunchtime titbits from Ayaz Ebrahim

The veteran investor and Amundi’s CIO for Asia ex-Japan reveals a couple of tips about Asia’s markets to a table of journalists over lunch in Hong Kong.


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





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Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 144
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