The outlook for Asian equities in 2013 |
Eng Teck Tan | Treasury Asia Asset Management | 14 February 2013
Calendar 2012 was an uncharacteristic year for Asia ex-Japan equity markets in the sense that different investment strategies and styles played out in different geographies in Asia. A contrarian investing style worked in countries such as India, China and Indonesia. In contrast, following the herd was not a bad idea at all in Thailand and the Philippines. Separately, the age old philosophy of avoiding political risk in count... |
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