Asian Equities: US Exceptionalism Vs Asian Valuation Allure
Asia's slightly lower EPS growth & ROE than US's don't justify the huge discount the former trades at. EPS est decline is a worry though. Our top...
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Asian Equities: 2025 High Conviction – Five Themes, Five Top Picks
2025 may be tricky for Asian equity with "Trump turmoil", slower Fed, strong Dollar. AI boom would help. Ditto China's consumption focus & India's...
1.5k Views
Asian Equities: The SMID Compounders
We identify 28 inexpensive consistent compounders among the Asian small and mid-cap stocks. Onshore China (18) and India (5) dominate the list, as...
653 Views
Asian Equities: Twenty Inexpensive Consistent Compounders
Finding consistent compounders with steady earnings growth and excess returns is challenging, especially those that are reasonably valued. We...
1.1k Views
Asian Equities: Be Selective - Focus on The "ROE Winners"
Asia's cheap P/BV compared to the US is due to low ROE. Over the next couple of years Asian ROE is forecast to revive relative to US, driven by...
365 Views