The outlook for Asian equities - key scenarios, risks and opportunities for the coming three years - and the portfolio construction implications.

Amidst the volatility and doomsday talk in China, Asia ex-Japan equities ended up as the best performing region in 2012. For 2013, the outlook for Asia continues to be positive.

The short- and long-term structural factors remain intact to drive Asian stock markets...

The 2012-2014 outlook for the Asian equities market versus cash, the risks and opportunities, and portfolio construction implications...