The CFA Institute 2013 market sentiment survey reveals widely varying – but generally pessimistic – views from Asian respondents compared to those elsewhere.
Francis Cheung cites expected stabilisation in money supply and social housing plans as reasons to be optimistic about equity markets in China and Hong Kong next year.
Review/outlook series: Marino Valensise, global chief investment officer at Baring Asset Management, explains why he's also keen on agricultural commodities and gold.
Review/outlook series: Invesco is looking to avoid export-related exposure in the months ahead, says Paul Chan, Asia ex-Japan chief investment officer.