Global Markets Strategy & Equities Outlook – Bullish on Japan & China

As you know we turned very bullish on Japan and China in September 2012, and have been advising to overweight allocations towards the Nikkei and the Shanghai Indices, as we recognized major turning points in those markets due to changes in government leadership and implicitly new and improved stimulus policies going into effect as of Q4 2012.

012813 CGI 2013 Q1 Global_Markets Strategy & Equities Outlook