Asian Equities: Model Portfolio Outperformed Sharply; Less China Consumption, More Korea Defence
China's economic data (FAI & industrial growth sharply lower than expected, retail sales growth underwhelming) underscores the need for nuanced...
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Asian Equities: Earnings Estimate Upgrades Climbing, but Slowly and Selectively
18 Asian market-sectors now show steady EPS est upgrades. A quarter ago we spotted 11. CN, KR & TW lead the pack. Notable sectors are base metals,...
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Asian Equities: Foreign Flows Wobbled in October; Taiwan Sold, Korea Moderated; India Bounced Back
FIIs cut Asian equity purchases in October due to high valuations & lower Fed rate cut probability driving a stronger USD. Expect flow revival in...
502 Views
Asian Equities: Divergent EPS Trajectory, Narrowing Valuation Spread; KR-TW Leading EPS Upgrades
Asia's valn rerating seems over, with future performance driven by EPS grwth. TW, KR, CN, IN to lead future EPS growth. Analysts turning more...
511 Views
Asian Equities: A Few Singapore Small and Mid-Cap Jewels
SG investors should focus on SMID stocks with strong growth potential & attractive valuations, as MAS's EQDP incentivizes fund managers to look...
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