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Oliver's Insights – Asian shares in a secular bull market

This note looks at the outlook for Asian economies and shares.

The key points are as follows:

- Asian economies are undergoing a normal cyclical rebound on the back of a strong rebound in global trade, easy economic policies and strong domestic demand. Growth will likely remain robust going forward.

- While Asian shares have under-performed so far this year, partly on the back of worries about Asian monetary tightening, the combination of reasonable valuations and stronger growth potential point to a resumption of relative out-performance over the years ahead.

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