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Table of contents
Small alteration to trajectory ...................................................3
Once in a lifetime: US and Euro area rebound together .......5
Asean Strategy – Downgrading Indonesia to Neutral ...........9
Performance following stock placements in Asia ...............11
Australia: Underweight Down Under ....................................17
Country Asset Allocation.......................................................23
Risks........................................................................................26
Regional model portfolio by country....................................30
Regional model portfolio by sector ......................................31
Australia: Reward limited, risks still there ...........................32
China: Leading the Global Recovery ....................................34
South Korea: Domestic issues limit upside.........................36
Taiwan: From recovery to growth .........................................38
Hong Kong: Concerns grow over tightening ......................40
India: More signs of cyclical recovery … .............................42
Singapore: Priced for perception..........................................44
Malaysia: Rebuilding confidence..........................................46
Thailand: Domestic economy brightening ...........................48
Indonesia: Locking in gains ..................................................50
Philippines: More upside ......................................................52
Our extended markers ...........................................................54
Hindsight trades – Asia’s key sectors ..................................57
Asia Pacific ex-Japan Big 100 ...............................................59
Asia Pacific Strategy Dashboards ........................................65
J.P. Morgan Equity Strategy and Asia Pacific Macro Team96
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