Emerging Leaders -Macquarie Asia Research

We kick off 2009 with the view that there will be substantial gains in a number of Asian small caps, but that the asset class as a whole will be in a trading market for most of the year. Aside from our usual small cap toolbox and top picks inside, we devote this issue to four themes that we believe will be key ones in 2009

Theme 1 – searching for the innovation paradigm in Asia
Theme 2 – keeping close eye on governance
Theme 3 – what once was large…
Theme 4 – who’s doing buybacks – CB and shares

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