asian-equities-headed-for-fourth-good-year

Asian equities headed for fourth good year

Credit Agricole AM's Jovanovich believes Asian ex-Japan equities can end the year on a positive note for investors.
Ray Jovanovich is CIO at Credit Agricole Asset Management in Hong Kong. His team in Hong Kong and Singapore manages $8 billion in Asia ex-Japan equity.

WhatÆs the picture like after the May and June sell-offs
2006 is a challenge for Asian markets. For the first time in the regionÆs modern financial history, Asian ex-Japan equity strung together three consecutive years of good performance. Can it enjoy a fourth year

What accounted for those three good years
Our three years of out-performance began in late May 2003, when SARS was full blown and we were running extraordinary levels of cash. We took the decision to quickly move to a fully invested position when it became...
¬ Haymarket Media Limited. All rights reserved.

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