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...
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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...
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Asian Equities: The Path to Outperformance
Asian equity is an enticing investment universe. In the near term post the "Republican sweep" US equity may outperform but in the long term,...
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