Msci Asia Ex Japan

For India, every time the premium rises to above 50 percent, it has tended to underperform & year-to-date, she says. MSCI India has underperformed by 5.8 percent.

Buy on dips rather than chase rallies, advises Credit Suisse

With MSCI Asia ex-Japan up 25 percent from the lows in January, Sakthi Siva of Credit Suisse suggests buying the dips rather than chasing the rallies.

FII buying in Emerging Asia may jump to $12-13 bn in March: Siva

If this pace of net foreign buying is maintained for the rest of the month, Sakthi Siva of Credit Suisse is potentially looking at a USD 12-13 billion month. According to her, biggest recipients are Taiwan, Korea, India and Thailand.

Underweight on India, prefer IT over financials: JP Morgan

Garg says he continues to see rotational opportunities as the main plays, with main trades being underweight on India, China likely to go nowhere, continue to prefer consumer discretionary versus staples, technology over financials and commodity sectors to remain challenged.

Is the honeymoon over for China stocks?

"We are entering into a very volatile consolidation period," Hao Hong, chief strategist at Bank of Communications International, told CNBC. "The markets have risen for more than 300 days without a 10 percent correction, the longest time period in Chinese stock market history," he added.

India, China possess room for policy easing: Credit Suisse

India and China are the two economies with the highest real short rates and therefore possessing the greatest room for policy easing, says Sakthi Siva, Credit Suisse.

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.