Khiem Do, Head of Asian Multi-Asset, Baring Asset Management, Hong Kong explains why marginal money will chase the North Asian markets. He adds that Taiwan and South Korea will be the exception to this trend this year.

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South Korea | Japan | Taiwan | Investment Strategy | Squawk Box Asia

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Europe Is Still in a Downturn: Economist Thu 23 May 13 \| 04:00 AM	Man Knifed to Death in Suspected London Terror Attack Thu 23 May 13 \| 03:50 AM	We Have a Lot of Pricing Power: TGS CEO Thu 23 May 13 \| 03:30 AM	Market Will Pull Back When Fed Tapers: Pro Thu 23 May 13 \| 03:15 AM	Why the Correction Will Be Short-Lived Thu 23 May 13 \| 03:05 AM
European Market Opens Sharply Lower Thu 23 May 13 \| 03:00 AM	IMF Chief Under Investigation in France Thu 23 May 13 \| 02:46 AM	Does Austerity Kill? Thu 23 May 13 \| 02:40 AM	'Huge Milestone' Has Been Passed: Aveva CEO Thu 23 May 13 \| 02:30 AM	'We Are Penetrating Our Markets': Investec CEO Thu 23 May 13 \| 02:15 AM
Huge Volatility in Today's Nikkei Session Thu 23 May 13 \| 02:03 AM	Nikkei Needed Some 'Digestion': Pro Thu 23 May 13 \| 02:00 AM	US Core Market Still Under Pressure: SABMiller CEO Thu 23 May 13 \| 02:00 AM	Bernanke Confused Everybody: Dennis Gartman Thu 23 May 13 \| 01:00 AM	Why Investors Should Be on Bubble Watch Thu 23 May 13 \| 12:45 AM
Time for USD to Shine Thu 23 May 13 \| 12:20 AM	Capex Cycle in China Picking Up Thu 23 May 13 \| 12:03 AM	China's Luxury Market is Growing Wed 22 May 13 \| 11:35 PM	Opportunities in the Pig Market Wed 22 May 13 \| 11:05 PM	The USD is Still Very Weak Wed 22 May 13 \| 10:42 PM
How Abe's Bet on the Nation May Go Wrong Wed 22 May 13 \| 10:20 PM	Tapping Into Taiwan's Real Estate Appetite Wed 22 May 13 \| 09:35 PM	Sony Spin-Off Wouldn't be Transformational: Pro Wed 22 May 13 \| 09:20 PM	Former Fed Official: Just Focus on Bernanke Wed 22 May 13 \| 09:05 PM	Third Point's Sony Proposal Realistic: Pro Wed 22 May 13 \| 08:35 PM
Playing the Markets: Defensive or Cyclicals? Wed 22 May 13 \| 08:15 PM	Sen. Coburn: We'll Recovery, We'll Rebuild Wed 22 May 13 \| 07:52 PM	Pennsylvania's Shale Play Wed 22 May 13 \| 07:44 PM	IRS Official Invokes 5th Amendment Wed 22 May 13 \| 07:33 PM	2 Men Kill British Soldier In London Wed 22 May 13 \| 07:25 PM

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Will North Asia Shine in 2013?

Will North Asia Shine in 2013?

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