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Asian equities: Pokemon, G20 and augmented reality

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Popularity is generally difficult to predict, let alone understand. In 2015, no one would have foreseen how popular chasing the pocket monsters of Pokemon across major cities would become. The crux of the game is fairly simple: stronger monsters win. Such was also the diktat from central bankers and world leaders a year earlier: stronger economies do better. Conversely, weaker economies (those saddled with elevated debt) needed a push for fiscal austerity to bolster public accounts. About 12 months later amid a backdrop of still anemic world expansion, it appears that austerity is no longer trendy, and that fiscal expansion is a better anodyne for the current...

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