JF stays positive on Hong Kong, China shares

India and Indonesia also look good but TaiwanÆs tech sector should be avoided, it says.


Quick Poll

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





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 138
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