Learning that drives better investment decisions

US Trades at a 40% Premium to Asia Ex Japan, but EPS Growth Is Less Than Half


 

  • In 2015, US traded at 1.4x the Asia ex Japan PE, it narrowed to 1.25x in 2016, and then back to 1.4x in 2017
  • EPS growth in 2017 is expected at 23.1% for Asia ex Japan versus 10.3% for US
  • Analysts expect this 40% PE premium for US to persist in 2018-2019, do YOU?

 


DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and should consult their financial advisor before making any investment decisions. While the information provided is believed to be accurate, it may include errors or inaccuracies. The author(s) cannot be held liable for any actions taken as a result of reading this article.