It may be time for investors to consider rebuilding investor exposure to Asian stock markets but they will need to make use of Asia-specific equity products to obtain the desired exposure, says Shane Oliver, head of investment strategy and chief economist at AMP Capital Investors.
Oliver believes there are four reasons Asian equities are likely to outperform mainstream global markets over the next five to 10 years:
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Asian shares are still trading on relatively attractive valuations compared to mainstream global shares. “The dividend yield on Asian equities is above that available on global markets generally and Asian shares are t...