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North Asia flows dwarf Asean, but FX appeals

Min Ho
Fidelity sees North Asia’s dominance as based on valuations, while Crédit Agricole favours Asean from an FX appreciation perspective – but fears a currency war has already started.
North Asia flows dwarf Asean, but FX appeals

North Asia remains the darling of global investors, although they should not ignore currency opportunities in Asean markets even amid fears of a currency war.

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