He also believes Vietnam’s economy is rising after past disappointments. Vietnam is off the radar screen for most, he says, but valuations have come down and huge amounts of foreign direct investment are going in. As for emerging markets, Crabb believes the negativity surrounding EM currencies is already priced in.
FSA Investment Forum Hong Kong: Beyond negative views on Asia
China's market is volatile and India is overvalued, but look beyond the market headlines to company specifics, says Josh Crabb, head of Asian equities at Old Mutual Global Investors.
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FSA SPY
The FSA Spy market buzz – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
