Analysts at Nomura advise Overweight positions in the Industrials and Technology sectors, as they are exposed to an anticipayed pick-up in corporate capital expenditures. Michael Kurtz and team at Nomura in their “Asia Pacific Strategy Weekly” report dated August 17, 2015, note they prefer North Asian markets over ASEAN. Nomura Overweight On Japan, Industrials and Technology sectors Kurtz and team remain “Neutral’ on China, while in Asia-Pacific overall, they are Overweight on Japan. The analysts key overweights remain India and Taiwan. The following graphs capture the Nomura analysts preferred allocation by country and sector: While they admit the the China…
Nomura Overweight On Industrials And Technology Sectors
Mani
Mani is a Senior Financial Consultant. He has worked in Senior Management role in large banking, financial and information technology organizations. He has provided solutions for major banking and securities firms across the globe in the area of retail, corporate and investment banking. He holds MBA (Finance) and Professional Management Accounting Qualifications. His hobbies are tracking global financial developments and watching sports
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