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Investment firms say yields are in Asia and EM economies

With Europe still mired in uncertainty, firms such as Allianz are banking on a Look East stance

Raymond Chan, Allianz CIO of Asia Pacific equity, says opportunities now include Asian telcos, which Allianz has increased its exposure to this year as valuations are still "not excessive".


IN THE past half-year, fund manager Allianz Global Investors has become more positive on Asia and emerging markets.

The shift comes in the face of the continued low yield environment and political uncertainty in Europe.

"Our strongest investment conclusion is a lot...

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