Much has been made of the ongoing inflationary issues affecting India, but this is a much wider concern with several government and central banks tightening policy again this month.
Declared earnings have been a mixed bag and JP Morgan pinpoints the consensus at around 14 per cent earnings growth in the region for 2011 and Asian valuations remain reasonable, trading close to mid-cycle historical valuations.
Declared earnings have been a mixed bag and JP Morgan pinpoints the consensus at around 14 per cent earnings growth in the region for 2011 and Asian valuations remain reasonable, trading close to mid-cycle historical valuations.
