Economic optimism points to rise in risk-taking

Signs of improvement in the US labour and housing market and a pick-up in consumer sentiment are driving optimism that the global economic cycle may see an upturn in the Year of the Snake. Here AsianInvestor summarises five core investment outlooks, with each house highlighting selective opportunities in equities and emerging markets. Threadneedle Investments Vanessa Donegan, head of Asia (ex-Japan) and global emerging market equities, points to a favourable backdrop for Asian …