Asia Strategy: Our Model Portfolio Outperformed. Focus Themes Intact; No Changes for Now
Our AxJ Model Portfolio outperformed MSCI AxJ. Overwt Korea & stock choice in HK/CN, TW, & Phils helped. Themes - tech investment momentum, CN...
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The Stocks to Own in Asia – Vol. 49
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: All 14 stocks have changed.
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Invest As If the Lows Are In; EURO STOXX 50 and TOPIX Reclaim Key Levels
Invest As If the Lows Are In; EURO $STOXX 50 and $TOPIX Reclaim Key Levels; Still near-term bullish since our 4/22/25 Compass report. Possible...
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Shortlist of High Conviction Philippines Equity Ideas - April 2025
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
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The Week That Was in ASEAN@Smartkarma - SPINDO Is Piping Hot, DigiPlus, and Malaysian Banks
The past week saw insights on Steel Pipe Industry of Indonesia (ISSP IJ), DigiPlus Interactive (PLUS PM), and ISDN Holdings (ISDN SP).
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