With the macroeconomic risks improving, including positive macro data from US unemployment rates; China’s inflation concerns abated and monetary policies easing, alongside the ECB’s stemming of risks and boosting of the Eurozone’s liquidity, we are overweight on equities whose valuations are still low. We recommend clients to be invested in Asian equities, specifically quality names that are interest-rate driven. -…
To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].
Subscriber Only Content
This article is available on a corporate subscription with Asian Private Banker. Please login or subscribe to view this content.
Need help? Please see our FAQ Guide or email [email protected]
Have a confidential tip? Get in touch [email protected]
