China looks interesting as inflation fears drop

ON ASSET ALLOCATION

T. Bailey's Elliot Farley explains why investors looking for growth should turn to Asia.

Perhaps a bigger challenge for investment managers than getting the big strategic calls right is getting the timing of those calls right. In our global equity portfolio we have been underweight Europe for some time, reflecting the risks we feel face the longer-term stability of the euro currency. Despite the solvency fears surrounding Portugal, Ireland, Greece and Spain it has been surprising how resilient the euro has been through the last year. But with no killer solution to this problem in sight and the “muddling through” approach being taken by European politicians, we remain cautiou...