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CII Subprime Conclave Highlights: Asia and EM equities to be beneficiaries of any Fed easing * Underweight on Western financials, long on Asia * US home price trend to deteriorate further * Asian currencies best in currency basket now * Long term fundamentals bearish on dollar * Problem in structured finance not over yet

CII Subprime Conclave Highlights: Asia and EM equities to be beneficiaries of any Fed easing * Underweight on Western financials, long on Asia * US home price trend to deteriorate further * Asian currencies best in currency basket now * Long term fundamentals bearish on dollar * Problem in structured finance not over yet
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First Published: Fri, Oct 05 2007. 11 56 AM IST
Updated: Fri, Oct 05 2007. 11 56 AM IST
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First Published: Fri, Oct 05 2007. 11 56 AM IST
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