It’s Now Asia’s Turn
Asia Is The Liquidity Cycle To Watch
Asian investments have disappointed for several years. This can be explained by the long-term slide in regional liquidity, itself the result of the strong US dollar and tight Chinese monetary policies. Looking ahead, the key news is that the Asian Liquidity Cycle is finally picking up strongly for the first time in 8 years. What's more, it looks set to outpace similar liquidity cycles in the US and Europe by lasting possibly up to three years longer. It looks like a great time to re-invest in the region.
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