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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.

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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