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Selasa, 05 Juli 2011

H2 2011 outlook: Global growth reacceleration and peaking inflation offers re-rating catalysts for Asian equities - Credit Suisse

We expect that a reacceleration in global growth and peaking inflation will offer key catalysts for a re-rating of the Asian equity markets in H2 2011.
With growth moderation, peaking inflation and easing energy prices, Asian central banks are nearing a pause in monetary tightening. The end of QE2 will further reduce overheating and asset bubble risks.
We stay overweight Asian equities and project a 16% upside potential in the MSCI Asia ex-Japan over the next 12 months. We overweight China, Hong Kong and Indonesia, but have moved A shares to neutral due to new issues supply overhang.
Posted by Saham Pilihan at 10.39

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