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While inflation fear has risen, we remain positive on Asian stocks given the likely re-opening of borders in the months ahead. Mild inflation can be positive to the market, and is preferable to the threat of deflation. As tech stocks have cooled off recently, investors look for beaten down value names. However, in a recent interview with Hong Kong Economic Times, Chartwell’s Ronald Chan told investors not to write off tech stocks. Instead, he advocates a barbell strategy, mixing between value and growth stocks because many of them present attractive valuations at the moment.

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