Asia Macro Strategy Presentation
Hey guys,
As part of my internship project (Institutional Sales), I am required to do a presentation on the Asia Macro Investment Strategy for equities. I was hoping to get some advice on the points I should look to cover and if there are any good sites that the experience folks here can recommend me to look at.
Thanks! (:
Major talking points involve China economic slowdown/election cycle, BoJ monetary policy, EM Asia currency outlook
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