Daphne Roth , head of Asian equity research at ABN Amro Private Banking, which oversees more than $14 billion in the region, comments on oil prices and the turmoil in Libya.
Asian stocks rose, with the Hang Seng Index erasing its loss for the year, after China inflation quickened to the fastest pace in four months. Casino shares dropped in Hong Kong.
Investors should sell Dubai stocks after a 25 percent slump left them still looking pricey compared with their developing-nation peers, according to ABN Amro Private Bank.
China’s shares are still undervalued after this year’s rally and may extend gains as easing inflation allows the government to adopt more fiscal policies to boost economic growth, said ABN Amro Bank NV’s private bank unit.
Asian stocks rose, sending the regional benchmark index to the highest level in four months, as equities in Hong Kong jumped amid speculation China will do more to support the property market.
"Joko Widodo's confirmation should be positive in the medium to long run as we can see his policies getting implemented."
- Daphne Roth on Aug 21, 2014