Asian equities headed for fourth good year
Credit Agricole AM's Jovanovich believes Asian ex-Japan equities can end the year on a positive note for investors.
Ray Jovanovich is CIO at Credit Agricole Asset Management in Hong Kong. His team in Hong Kong and Singapore manages $8 billion in Asia ex-Japan equity.WhatÆs the picture like after the May and June sell-offs?2006 is a challenge for Asian markets. For the first time in the regionÆs modern financial history, Asian ex-Japan equity strung together three consecutive years of good performance. Can it enjoy a fourth year?What accounted for those three good years?Our three years of out-perfor…
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