As Fed bets are repriced, global fund managers look at cheap China ; haven plays in Korea, (...)
Corporate reforms in Japan and South Korea will support a value thesis, according to JPMorgan Asset Management and AllianzGI. Meanwhile, M&G Investment Management is attracted by near record-low valuations for Chinese stocks. Other haven plays are exporters and India’s domestic-driven (...)
Site référencé: The Economic Times
The Economic Times
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