Proceed with caution
Improving economic fundamentals and low consumer indebtedness are positives for Asian markets, but the outlook isn’t all rosy, says Thomas Au
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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