Asia: Don't forget the bigger picture

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Asia: Don't forget the bigger picture

Investors should look beyond speculating on further renminbi moves and consider equity in the broader region

The long-awaited revaluation of the Chinese yuan in July provoked quite a stir across the markets, as investors frantically chased profits. Foreign exchange markets predictably flurried and volumes traded by customers on the EBS Spot System surged to a record level following the move. Counterparties transacted more than 107,299 deals during the day of the devaluation, July 21, with an average deal completion time of less than 400 milliseconds and an average number of 400 quotes in the market.

Given the modest 2% revaluation, many investors have given up on betting how to make money on the next move, as no-one can be certain when the People's Bank of Bank of China will act again and, if it does, by how much.

Such nebulous information is a good reason why investors should drag themselves away from the addictive lure of speculating on China and investigate other investment strategies.

So far it appears that equities are the place to go.

Investor interest in Asia equity funds rocketed at the beginning of August, with the Asia ex-Japan funds tracked weekly by Emerging Portfolio Fund Research taking in a net $370.08

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