Table of contents
Portfolio Asset Allocation Framework....................................3
Risks..........................................................................................7
Macro Monitor.........................................................................12
Market drivers.........................................................................13
Regional model portfolio by country....................................14
Regional model portfolio by sector ......................................15
Tracking Asian Markets .........................................................16
Asia Pacific ex-Japan Big 100 ...............................................18
Australia: A more defensive tone..........................................24
China: Growth, Liquidity and Reflation ................................26
South Korea: Waning of uncertainties .................................28
Taiwan: Riding a rising regional tide....................................30
Hong Kong: 35,000 Dec 2008 HSI Target..............................32
India: Uncertainty rules…?....................................................34
Singapore: Lion City’s leap ...................................................36
Malaysia: Lagging behind its regional peers ......................38
Thailand: Convergence in 2008............................................40
Indonesia: Hail to the new loan cycle ..................................42
Philippines: Structural story remains intact ........................44
Pakistan: Transition to democracy……...............................46
Global Memory Market ...........................................................48
Defensively Speaking.............................................................49
China: Correction – A buying opportunity for 2008 ............50
Korea Construction................................................................51
India festive season frenzy....................................................52
Asia Pacific Strategy Dashboards………………….….… ….53
JPM Equity Strategy Team & Asia Pacific Macro Team 81

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