Asian markets are well placed compared to the U.S., and Japan and China are the top picks, according to an investment strategist from Citi Private Bank.
Global investors are getting more interested in Japanese stocks because of improvements in corporate governance, and the country remains a critical part of the global supply chain for technology, Peng added.
"Because of this collection of interesting points, and at a time when the U.S. is becoming shakier, you're likely to see more inflows for Japan — and that's why we're relatively more positive there," he said.
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