With value stocks outperforming growth stocks in January, the bank talks up emerging markets on a macro level and is overweighting Chinese and Asean equities.
Tag : geoff lewis
The firm moves to strategic overweight with core inflation contained but expects the global business cycle to peak in 2011, says its head of investment services Geoff Lewis.
Geoff Lewis, head of investment services at JF Asset Management, says China's domestic economy is still in focus.
