Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking. But it is rarely a function of the level, or even change, of nominal GDP.
Macro policies and endogenous conditions have a tangible impact on corporate earnings, and it is understanding where earnings revisions are changing and persisting that is the source to unlocking greater returns over the long run.
This article from GSFM’s investment partner Man GLG examines the opportunities available to investors in Asian markets.
Click here to read the article and complete the quiz for 0.5 CPD.
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