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...
1.3k 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...
619 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...
360 Views
Asian Equities: In Search of Earnings Estimate Uptrends
Earnings estimate trajectory, especially "earnings inflection," are key drivers of share price in Asian markets. We see potential uptrends in...
317 Views