In its latest Asian investment weather forecast report, Merrill LynchÆs team of strategists from Hong Kong and Australia outline six of their most significant asset allocation changes in their model portfolio in June compared with April.
First, Thailand has jumped from the fourth-largest to the largest overweight. The allocation to Thailand, which was previously 0.6 percentage points over the benchmark, is now 2.8 percentage points over the benchmark. In April, ThailandÆs earnings revision ratio ERR...
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