Dec 19, 2013, 09.12 AM IST
Viktor Shvets of Macquarie continued to prefer relatively "safer" North East Asia (principally China and Korea) versus ASEAN and India (we are only overweight the Philippines).
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Macquarie prefers China, Korea over India, ASEAN
Viktor Shvets of Macquarie continued to prefer relatively "safer" North East Asia (principally China and Korea) versus ASEAN and India (we are only overweight the Philippines).
Like this story, share it with millions of investors on M3
Macquarie prefers China, Korea over India, ASEAN
Viktor Shvets of Macquarie continued to prefer relatively "safer" North East Asia (principally China and Korea) versus ASEAN and India (we are only overweight the Philippines).
Viktor Shvets of Macquarie says in terms of Asia ex (and emerging markets in general), the impact will depend on cross-winds between expansionary and contractionary monetary policies as well as their economic impact.
"We continue to prefer relatively "safer" North East Asia (principally China and Korea) versus ASEAN and India (we are only overweight the Philippines). Whilst NE Asia is facing numerous structural challenges, it has greater fiscal and monetary flexibility and is far more liquid," he adds.
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