Why Asian investors must get real about inflation protection

The question of how institutional investors and businesses in Asia should protect themselves against Asian inflation was one that had delegates talking on the opening morning of AsianInvestor’s annual investment summit in Hong Kong this week. “Hong Kong definitely knows what inflation means,” Marion Le Morhedec of Axa Investment Managers told the 250-strong audience at The Conrad hotel, noting that the IMF forecasts 5.8% inflation for the city this year and 4.4% for 2012. Yet Le…