Japanese growth is starting to pick up, but investors should wait until the trade gets less crowded before jumping in, says Arvin Soh, portfolio manager for GAM USA. Soh also expects a lot of buying opportunities to emerge once we see a “wash out” in the emerging markets as a result of the Fed’s rate hike plans. As for China, Soh likes the long term story, but sees a lot of near-term uncertainty and advises staying away until there is a significant selloff in Chinese shares.
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