AIA iShares Asia 50 ETF : Bullish and Bearish Analyst Opinions

Gave states, "The trend of Asian outperformance... Asian currency appreciation... has started." He highlights Korea's tax code change favoring domestic investment and the Yuan's appreciation. A stronger currency combined with government incentives to invest domestically creates a "double engine" for returns in Asian equities (currency gain + asset price gain). Korea (EWY) is specifically highlighted as undervalued with policy tailwinds. LONG Broad Asia or Korea specifically to capture the repatriation of capital. Global recession dampens export demand; geopolitical flare-ups in the Taiwan Strait.