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Avoid Brics, buy Japan stocks and Asia ex-Japan bonds: SG

Joe Marsh
Japan could be one of the biggest beneficiaries of quantitative easing in the US, says the French bank’s global head of asset allocation.
Avoid Brics, buy Japan stocks and Asia ex-Japan bonds: SG

Forget Bric and Asia ex-Japan equities – invest in Japanese stocks and non-Japan Asia short-duration bonds. So says Alain Bokobza, global head of asset allocation at Société Générale in Paris, who spoke to AsianInvestor while he was in Hong Kong recently.

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