Expert's Talk 21.06.2011

 

21 June 2011
Title: Outlook of Asian Equities

Commentator:
Mr. Toby Hudson
Fund Manager & Head of Research
Asia ex Japan Equity
Schroders Investment Management Limited


  • Over the past one month, Asia Pacific ex Japan equities has declined approximately 6%. With QE2 winding down, is it going to be a concern for Asia?
  • How will inflationary pressure affect companies' earnings margin in the Asia region?
  • Do you think Southeast Asian equities still offer value to investors at the current valuation? If so, are there any particular markets that you favor?
  • The Chinese market has been underperforming; do you think Greater China equities will be a drag on the performance of regional equities moving forward?

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