Overweight on Korea, Taiwan, China: Credit Suisse

We are overweight on countries such as Korea, Taiwan, China and Indonesia where monthly inflation is either flat or negative, says Sakthi Siva, Credit Suisse.

May 30, 2011 / 07:47 IST

Sakthi Siva, Credit Suisse said that, "We are overweight on countries such as Korea, Taiwan, China and Indonesia where monthly inflation is either flat or negative. We are less keen on countries where inflation remains stubbornly high. This includes Brazil, Turkey and particularly India and hence despite its less stretched valuations, we are not keen on India."

first published: May 30, 2011 07:43 am

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