Malaysia's stockmarket has been the worst Asian performer year to date, yet earnings per share for listed companies are at the highest level since at least 2006, says Aberdeen's Gerald Ambrose
With possibility of 20% plus corrections on the horizon, manager cautious on ASEAN markets over the next 12 to 18 months.
Focus on particular economic data points misses the extent of the change in China's economy in recent years.
Country's economy moved back into deflation last month.