Sakthi Siva, Credit Suisse says the performance of MSCI Asia ex-Japan has shown the best start since 2012 in 2015 so far. "In absolute terms, MSCI Asia ex-Japan has risen by 3.7 percent in 2015 so far and has outperformed MSCI World by 3.1 percent," she adds.
She further says the brokerage believes this start could persist. "Additionally, India and China are the two economies with the highest real short rates and therefore possessing the greatest room for policy easing," she adds.
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