Each week, a professional investor tells MoneyWeek where he’d put his money now. This week: Andrew Graham, manager, Martin Currie Pacific Trust.
Uncertainty has become a permanent feature of the world’s stock markets with ‘big picture’, macroeconomic fears hanging over investors. This has been particularly pronounced in many Asian markets, especially those countries with high current-account deficits or political and social unrest. However, the appeal of Asian stocks remains strong.
Many offer good value and trade well below their long-term averages. So how do you best get exposure to the opportunities on offer against such an unpredictable backdrop?
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