Asian Equities Report
The Asian Equities report was launched in May 2015. We had been following the development of the Asian region for some time and had also initiated exposures to equities in the region via our other reports. Asian markets have been coming back into the forefront of investors’ minds, thanks to the wider economic recovery and the elevated levels of many markets in the West. We therefore viewed it as an appropriate time to provide our Members with investment ideas to take advantage of the opportunities in the region.
We are very positive on Asia over the longer term as an investment destination, with the growing urbanisation of a rising middle class with growing disposable income across many countries in the region a key thematic.
China and Japan in particular are two countries we have targeted in the past, and we have made recommendations on companies exposed to both through our other reports. This has proved aptly timed with the Chinese and Japanese markets staging impressive rallies after multi-year bear markets.
We believe there remain some tremendous opportunities available on the various exchanges in the region, such as Hong Kong, Japan, Korea, Malaysia, India, Singapore, and Thailand. We are scouring these markets for blue chip, mid cap and smaller stocks that represent real value.
As contrarian investors, we examine company fundamentals to find those rare opportunities so often overlooked by other investors. We then use technical analysis to sharpen our timing. A top down thematic approach to investing and a view on macro themes also plays an import role in our stock selections.
We also explain our thinking every day in our Daily note which is compiled by our founder and CEO Angus Geddes. In the daily email we provide an up to date assessment of the implications of current market moves and developments, on our investment outlook, top down view, and stock/sector selection strategies. We seek to break down all the ‘noise’ and provide our view on where markets are heading, and what it all means for you as an investor.
If you are looking for undervalued opportunities in the Asian region this report could be just for you.
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