The Asian sector due to see the biggest growth rebound
Niraj Bhagwat of Wellington Management
Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.
As a result, Asia ex-Japan equities now look attractively valued relative to both their own history and the rest of the world - especially the US. In addition, investors appear to be underestimating...
More on Asia
Back to Top
