let's bring in jonathan garner. cent gains will have no longevity or this is the turning point in terms of where we go from here? jonathan: i think if you go back to last october, we had a trough in the equity markets and china trough a little bit after some of the others like taiwan and korea. we are up a healthy percentage for most asian markets. off the bottom, taiwan, who we also downgraded, up 40%. china, up 30%. when we look at the earning revisions we think it is time to adjust the portfolios. we took down china, taiwan and australia to an outright underweight and put india as a major overweight, which is the market we are most excited about right now. haidi: do you expect further inflows to a market like india at the expense of china? i guess addition or alternative when it comes to the growth plate? jonathan: there is an interesting pattern to flows in asia. the standout winner is japan with $70 billion u.s. dollars of inflow. . for india versus china, we are getting some profound changes in performance rela

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