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Banking on equities in Asia

Investors can get in at levels that have historically led to impressive gains over the medium term.

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Not only are headline valuations in Asia very attractive on a long-term perspective, the valuation dispersion between cyclicals and defensives is also at long-term highs.

RISING US interest rates were the Sword Of Damocles for Asian equities in 2015 - an ever-present threat hanging over equity markets which had the ability to swing seasoned investors' emotions from greed to fear with little more than a nuanced message from the US Federal Reserve chairwoman, Janet

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