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.
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