Fidelity's Samant: Identifying Asia's standout performers

With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.

Asia remains attractive on a number of measures versus the developed world, be it fundamental or a valuation perspective.    At an aggregate level, Asia trades below its long-term mean on both a forward price-to-earnings and forward price-to-book basis. But there can be wide disparities at country, sector and stock level across the region, making bottom-up stock selection critical.      India's stockmarket has been the standout performer in Asia, having delivered more than 20% in currency adjusted gains in 2017. Fidelity's Nicholls: Why I am excited about 'new China' While the l...