CLSA’s Wood tips US policy reversal, favours China govvies

The Federal Reserve may well rethink its tightening plans amid the continued market liquidity crunch, says CLSA's global equity strategist, who is bullish on Chinese government bonds.


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





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Underweight US
  18%
 
Overweight US
  35%
 
Underweight EMs
  10%
 
Raise cash levels
  25%
 
No change
  12%
TOTAL VOTES: 72
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November 2016 Magazine
AsianInvestor Magazine