Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong, discusses:

- credibility of Chinese data

- who's next in line for a rate cut

- no sign of bubbles in the equity markets

- what developing South East Asian economies need to do to protect themselves

- how to get money into the economy instead of just building bubbles in equities and bonds

- staying invested but where??

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Tags:  economy,  cheap money,  rate cuts,  property,  south east asia