Private bank LGT and JP Morgan Asset Management recommend selling emerging-market debt, but clients in Asia seem reluctant to do so.
Tag : leon goldfeld
Leon Goldfeld of HSBC Global Asset Management (HK) believes the slow-down could be deeper than investors are currently thinking.
They're bullish on emerging markets, predict the renminbi will be allowed to strengthen and suggest the best exposure to China is through investments outside the country, among other things.