Hwang - more bullish Asia> Malaysia
Us rate hike might be later this year (sept) and more gradual ( weak growth strong dollar)
China weak growth - expecting more gov policies
Shift in asset allocation mentality - help with h share rally -
H share evaluation not excessive vs a share - sheng zhen might come later this year
Chinese save a lot etc - a lot excess money
Institution yet to join the rally - concern about China growth - wanting reform first - does not trust the bank's number - skeptical still
North Asia > ASEAN 10percent vs 5
Korea has potential - overflow of funds from China and smth else
Taiwan - apple supplier despite low seasonal quarter
ASEAN - indo because of reform
Philipinbrs - bad evaluation
Thai - wait for political stability
Low oil price benefit the importer country
Liquidity in domestic helped the past months market
No incentive for big cap - ringgit under pressure
Bottom for oil gas - could rebound (mentioned smth along chartered rate?)
Bullish on local tech stock - not to chase if u don't have it already
Regional reits - expect rate to rise but delayed but still still not bullish
Select pacific dividend ( broader sector compared to the local dividend fund)- invest in potential dividend player as well see fact sheet
Select Asia opportunity ( can invest in Asia listed in us)
Asia quantum fund (small cap around Asia many local stock< 1 billion)return should be better this year. Deployed the excess cash - moving funds into China progessively and healthcare in sing and indo
In its latest update on emerging East Asia, the World Bank maintained its 8.5 per cent growth forecast for Myanmar in 2015, same as last year.