Dr Jim gets mega-bullish on Asia

Once a bear, now a mega-bull. Why is CLSA''s Dr Jim Walker back in Asia and a bull?

CLSA's very own McGuru, Dr Jim Walker moved back to Hong Kong last week, and despite a few of his computers going missing on the move, is in fine fettle, and fortunately, is mega-bullish on Asia's prospects.

Indeed, like Timothy Moe's return to Asia as Goldman's strategist leaving a US hedge fund, Walker is yet another high profile old Asia hand who has decided the time is ripe to return to the Pacific-Rim.

Walker, who had previously based himself in Scotland, is CLSA's chief economist, although many would say he is CLSA's chief research asset. His views carry great weight. He was regarded as the first to call the...

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