In today’s briefing:
- Good Morning Japan | Powell: “Pace of Hikes to Moderate in Dec; Landing Plausible”; Equities Rip
- The Stocks to Own in ASEAN – Vol. 41
- The Stocks to Own in Asia – Vol. 39
Good Morning Japan | Powell: “Pace of Hikes to Moderate in Dec; Landing Plausible”; Equities Rip
- Good Morning Japan: We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW US TO KEEP ABREAST.
- OVERSEAS: To Dog Powell confirms 50bps at the next Fed meeting; Equities rip as it as a “no stock left behind day”; China COVID sentiment continues to improve.
- JAPAN: NKY to add 1-2% today; Yen at 130/USD; Eisai says the 2 deaths not due to their drug-positive; Shippers continue to diversify-MOL goes into Real Estate.
The Stocks to Own in ASEAN – Vol. 41
- We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
- Six stocks remain, and eight stocks added to our portfolio
- Since its inception, the portfolio has generated a before-fee total return of 177% versus MSCI ASEAN’s 25%
The Stocks to Own in Asia – Vol. 39
- We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
- Eight stock remains, and six stocks added to our portfolio
- Since its inception, it has generated a before-fee total return of 96% versus the MSCI Asia ex Japan of 48%
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