Asia ex-Japan is one of the more exciting regions to be investing in ahead of returns that will keep...
Asia ex-Japan is one of the more exciting regions to be investing in ahead of returns that will keep on rising, says Credit Suisse Asset Management in a new note from its Orient Fund manager Peter Sartori. Rising dividend payments, increasing amounts of long-term money being diverted to the region, increasing stock market liquidity and strength in the face of deflationary pressures are all reasons why CSAM believes in Asian investments. Technology, consumer and materials sectors will perform best, along with some stocks in the financial sector. Korea, Taiwan and Hong Ko...
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