Asia is offering compelling investment opportunities, though not necessarily in the places one might expect. Fundamental conditions within the region have improved significantly and valuations remain undemanding, particularly relative to the later-cycle US market.
We have analysed top-down developments in the Asian region and sectors we cover, reflecting those findings in our analysis of companies.
In this four-part video series, we share some of the fruits of our analysis, offering views on the risks and opportunities facing Asian equities.
We start with answering the first question that forms the basis of our analysis: Why is Asia attractive now?
It’s an attractive time to invest in Asian companies because of continuing global growth that began in 2017.With many Asian companies oriented towards exports, stronger global growth should be supportive for earnings in those companies.
Peter Wilmshurst is the portfolio manager of ASX listed Templeton Global Growth Fund (ASX: TGG) and an executive vice president in the Templeton Global Equity Group with research responsibility for banks in Europe, and Asian telecommunications...