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Beware of the 'BEVI' bubble in Asia

Drawing parallels with the TMT (technology, media and telecoms) bubble of 1999/2000, the BEVI bubble is big and appears to be spreading.

IN certain sectors in Asia, a speculative fervour has taken hold, particularly among retail investors.

I have been seeing froth in the domestic Chinese A-share market since May, which has since spilled over into Greater China and Korean markets. In some sectors, this froth is now turning...

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