Stock-pickers tipped to thrive amid uncertainty

There is some consensus in the marketplace that a fundamental rebalancing of the global economy is taking place under this generation’s noses from developed to emerging markets. Yet there is considerable disagreement in the asset management industry over its implications and how investors should best position themselves. As if to hammer this point home, AsianInvestor received two contrasting reports by email yesterday. One, from Legg Mason Capital Management, extolled the relative val…