As provider of technology hardware to the world, Asia has had a difficult few months. To many invest...
As provider of technology hardware to the world, Asia has had a difficult few months. To many investors that makes it a region to avoid. But we disagree. Instead we see the Far East as an area of considerable opportunity. Yes, it has had problems recently. But these have been confined mostly to sectors related to technology. And the problems in these sectors are global, not Asian. We believe that the best strategy is to seize chances while sentiment is negative, value is discounted and prices are low. But selectively is, as always, the key. Singapore's economy is booming and the country'...
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