Salient to Investors:

Soichiro Monji at Daiwa SB Investments said selling is feeding into more selling on underlying concern about the Fed’s early exit.

Angus Gluskie at White Funds Management said it is difficult for the market to keep rallying as further moves from Japanese equities need to be fundamentally driven.

Ng Soo Nam at Nikko Asset Mgmt Asia said there could be some knee-jerk reaction to rising US bond yields, which is not good for yield stocks such as REITs.

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