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Oreana CIO: Asian equities the place to be as central banks come to grips with inflation | Ausbiz
Every key developed central bank is finally getting to grips with inflation and the need to remove accommodation. The challenge, according to Isaac Poole from Oreana Financial Services, will be to get the message clear that they wont hike so aggressively as to shut down the expansion. While the Bank of England and European Central Bank fell in line with expectations (though a 50 basis point hike from the former was a close run thing), the RBA remains well behind the curve, according to Isaac. So where do you want to be invested in these times? Isaac has become progressively more positive on Asia, and particularly Chinese and Hong Kong stocks. In fact, the Hang Seng has meaningfully outperformed this year already. Not a bad effort for an exchange beleaguered last year by political problems. (Source: Ausbiz) Click here to watch the interview.
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