On International Market Watch today Mikio Kumada Executive Director at LGT Capital Partners in Hong Kong discusses:

- "non-tapering": a mistake?

- the debt ceiling and effects on the economy

- his call on the commencement of tapering

- Asian markets and non-taper

- Asia's relative growth versus developed markets

- whether Shanghai could overtake HK

- shifting asset allocation to Europe and preferred sectors

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Tags:  taper,  us,  debt ceiling,  eurozone,  asia