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    • Expect more active fiscal policies from economies: Geoff Lewis

      Geoff Lewis, Global Strategist-capital markets, Manulife Asset Management said he is comfortable with what the central banks world over are doing.

    • Comfortable with valuation of Asia Ex-Japan: Sakthi Siva

      Sakthi Siva of Credit Suisse believes that while the correction in MSCI Asia Ex Japan this time from the highs of 4 September to the lows on 16 October was 9.5 percent versus corrections of 28 percent at the end of QE2 and 14 percent at the end of QE1, valuations currently are already below those seen at the QE1 and QE2 lows.

    • Exit Japan, rest of Asia can rally 15%: Morgan Stanley

      At Morgan Stanley they are quite encouraged about the market in India because though the growth environment is not great, inflation trends look better and also the situation on fiscal and current account balance is better he told CNBC-TV18. They see about 15 percent upside for Asia ex-Japan.

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