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VALUE INSIGHT

Diversification - the psychological shield to better investment decisions

Introducing variety in portfolios fortifies investment decisions and reduces costly mistakes

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Back to the question of Asia vs US: having underperformed the US markets over the last eight to nine years, our view is now is definitely not the time to give up on Asia.

IN my last article, I showed that for the past 30 years or so, stock market outperformance has rotated from one region to another every six to ten years. On a three-year rolling basis, US markets have outperformed Asian markets for seven and a half years now. If you are invested only in Asian...

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