John Cheong, Investment Analyst at Maybank Kim Eng, Singapore talks about: 

- interesting trends in investment flows by industry in Asia ex-Japan

        

- Maybank Kim Eng's Head of Research in Vietnam, Michael Kokalari says that he expects Vietnam to capture foreign fund flows from the relatively expensive TIPM markets - any evidence of that?

- Bursa Malaysia has been making moves to boost participation in securities borrowing and lending in the local mkt, which facilitates short-selling. Difficulty shorting individual stocks has frequently been cited by foreign investors as one reason why they avoid KLCI.

         - Would improvement in the ability of institutional investors to short actually lead to improved liquidity and foreign participation in the M’sian market? Or impact likely to be minimal?

- Foreign fund flows are a closely monitored metric by market participants… but what evidence is there that they really provide useful signals for investors

        

- In your latest 'Ebbs & Flows' report, you mention that global equity flows surged to a new high on Ben Bernanke's assurance that the Fed's “highly accommodative” policy will continue. But with most Economists excpecting the Fed to start tapering in September, are investors getting too enthusiastic?