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Content:
2011 – A confluence of positives ...................................................... 3
Regional views and country summary ....................................................................................11
Country summary....................................................................................................................14
Sector selection ......................................................................................................................15
Asia model portfolio................................................................................................................17
Global.....................................................................................................................................20
Asia ex-Japan..........................................................................................................................25
Japan .....................................................................................................................................33
China......................................................................................................................................43
Hong Kong ..............................................................................................................................51
India .......................................................................................................................................59
India .......................................................................................................................................66
Indonesia................................................................................................................................68
Korea......................................................................................................................................76
Malaysia.................................................................................................................................84
Philippines..............................................................................................................................92
Singapore.............................................................................................................................100
Taiwan..................................................................................................................................108
Thailand................................................................................................................................116
Appendix A..................................................................................... 124
Appendix B..................................................................................... 125