Asia's great investor rotation flows to North from South


SINGAPORE/HONG KONG, Aug 15 (Reuters) - Alongside the great rotation from bonds to equities and from emerging to developed markets that has been 2013's overriding investment theme, Asia is seeing its own migration in portfolio flows: from the South to North.

Foreign investment flows have lifted stock markets in China, South Korea and Taiwan since July, the first and tentative signs that investors still see pockets of value at a time the outlook for emerging markets is glum.

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rotation , bonds , equities , developed markets , South , North

   

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