Global growth supports the region

The Pacific region continues to offer mixed opportunities for investors, with correct country and sector allocation of paramount importance. Strong global growth continues to support the region, although investors need to examine local conditions carefully. The Greater China region demonstrates this point. China is benefiting from strong exports at the same time as government reforms on the financial and corporate sectors are taking effect. The market has made a good rally, but with economic fundamentals looking good, this could well go further after the current correction. Prevailing val...