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Market Tips: Run from Depression

Fears of a depression are not totally off the table but amid the turmoil there are some very promising buying opportunities for the brave investor, market pros say.

Asia is still a favorite investment destination and there are opportunities in private equity, to name just a few.

Investors Cash In

The trend of investors hunting for cash will continue short-term, says Ben Griffith, director of EG Group, speaking to Matt Williams, portfolio manager at Perpetual.

Depression Not Impossible

A full-blown depression is improbable, but nor impossible, says Anthony Muh, Asia Pacific head at Alliance Trust.

Opportunities in Private Equity

Despite the gloom of the credit crisis, Dennis Nguyen, co-chairman of New Asia Partners tells CNBC that the crisis has brought opportunities to the private equity space over the next 12 months.

Betting on China

Andrew Pease, investment strategist at Russell Investment Group is betting big on China as their PE ratios are looking attractive.

WALL STREET IN CRISIS - A CNBC SPECIAL REPORT
WALL STREET IN CRISIS - A CNBC SPECIAL REPORT

Value in China, Singapore Plays

Tim Rocks, regional strategist at Macquarie Securities sees good value in China H-shares and Singapore stocks. He shares his outlook for Asia with CNBC.

Asia's Bright Spots: China, India & Indonesia

While Asia's export sector is expected to suffer over the next few quarters, Bill Belchere, Asian economist at Macquarie Securities says China, Indonesia and India will be one of the few bright spots in the region.

More Stimulus Money Coming?

The U.S.'s plans to increase the $300 billion stimulus package to $500 billion isn't enough, according to Khiem Do from Baring Asset Management.

"The fiscal stimulus package in the U.S. may have to be over a trillion dollars to make any sense at all," Do told CNBC.

Defensives vs 'Reflators'

Consumer staples, utilities and pharmas are the sectors to invest in, according to Tim Harris from JP Morgan Asset Management. Khiem Do from Baring Asset Management disagrees, seeing consumer staples and utilities as "very expensive."

Do is focusing on resources, energy, technology and consumer discretionary stocks, as they have been pulled lower by their relationship to economic growth.

Look out for the 'reflation' trade in the first quarter of 2009, as its going to be better than the defensive sectors, Do said Monday.

More from CNBC.com

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