Asian Equities: Ferocious Foreign Selling in September and Early October; Only Taiwan Seems Immune
FIIs sold Asia heavily in September & early October - especially KR, India, ID & TH. TW was sold marginally in September & bought in October. FIIs'...
98 Views
Asian Equities: India Focus List After the Recent Dislocation - Financials and Small/Mid-Caps Abound
India is 10% cheaper over past 10 weeks, some sectors & stocks more so. We screen 37 high growth stocks with decent future growth, sound valuations...
137 Views
Asian Equities: Valuations in ASEAN Markets Are More Divergent than Rest of Asia
ASEAN valuations are divergent. MY & TH at moderate discounts to long-term means. ID & PH at large discounts; SG at a large premium. MY, ID, PH...
121 Views
Asian Equities: Valuation Mean Reversion Done for Some Markets, Not for Others
All Asian market valuations barring TW are near or below long-term mean. KR and CN seem set to rerate. HK and India could remain depressed as long...
112 Views
Asian Equities: Till Debt Do Us Part
When interest rates surge, highly leveraged markets, sectors & stocks are more vulnerable than unleveraged ones. Our granular analysis of Asian...
127 Views