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EM tactical strategy: Upgrading Asian equities

3 Sep 2021 "The wide differentials in vaccination rates, along with the global growth slowdown, have been the two main reasons why global asset allocators

Vanda Research Limited
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"The wide differentials in vaccination rates, along with the global growth slowdown, have been the two main reasons why global asset allocators have sold Asian equities for the past 6 months. The chart below shows that foreign investors have been persistently selling Taiwanese and Korean stocks since March while the capitulation in Japanese stocks only happened from July onwards."

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