Asia ex-Japan equities lagged the MSCI World index by 30% between 2010 and 2015. This is a sad state of affairs for a region which was, at one point, leading the world’s growth. Indeed, between 2003 and 2008 earnings at Asian companies ex-Japan grew at a rate of around 20% per annum yet between 2010 and 2015 earnings growth has stalled, averaging around 1% per annum.
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A report published by UBS earlier this week compiled by the Swiss bank’s global macro strategist Niall MacLeod, considers this...
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