Asia EM Equity Strategy_ Asia_EM Market Allocation – Defensive and Domestic Rotation_ Move UW Australia and Increase Taiwan UW
2025-03-16 14:52
March 12, 2025 09:00 PM GMT Asia EM Equity Strategy | Asia Pacific Asia/EM Market Allocation – Defensive and Domestic Rotation: Move UW Australia and Increase Taiwan UW With valuations and trade exposure coming under pressure, we move to an UW stance on Australia and increase our Taiwan UW. We advise positioning in India, Japan (especially domestics), Singapore and UAE, with China tech-related sectors also likely to outperform in a deeper global equity correction. US growth downgrade and policy uncertainty ...