BFM 89.9
The Business Station
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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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