Any near-term correction in Asian markets is a good entry point

The stronger dollar bias derived from US fiscal policy stimulus is likely to fade as priorities for domestic affairs are unlikely to change soon

Published Mon, Jul 31, 2017 · 09:50 PM

ASIAN markets have posted a better-than-expected performance in 2017, with share price returns supported by stronger earnings growth in technology stocks while a recovery in commodity prices benefited cyclical and industrial companies.

Gains have also been attributed to softer-than-expected materialisation of US President Donald Trump's protectionist agenda - withdrawing from the North American Free Trade Agreement and labelling China a currency manipulator.

While these and several other disruptive policies have yet to materialise over his first six months, the substantial unknowns …

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