If the recent sell-off can be attributed to any single factor, it has been events in China - and particularly its currency.
There has, however, been little real newsflow - macro, corporate or currency - accompanying the markets' pullback. That said, the region is experiencing slowing global trade, weaker currencies, and raised volatility. Despite this environment, consumption in Asia remains on a rising path, buoyed by lower input costs, positive industry and market reforms, and the ongoing advancements and innovation in technology coming from the region. With this backdrop in mind, coupled with rising living standards and a trend towards domestic consumption, Asian equities will reward investors. Marke...
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