Overall, Thailand is the second most attractive market in Asia and GDP growth is mainly driven by exports. Investment is, however, a drag on GDP growth.
Read MoreAnalysts have had positive recommendations on Thailand for 5 years now, and it’s currently a “buy” in Asia.
Read MoreOverall, the Taiwanese economy has been growing fairly slowly. Exports and investment are dragging on growth in private consumption. Taiwan’s forward-looking dividend yield is the highest in Asia.
Read MoreAnalyst recommendations have gradually improved over the past five years, and now Indonesia is on the verge of a “buy” recommendation.
Read MoreIn our first Top 5 of the new year, we check out winning funds that are actually losers, the underrated threat of tactical investing, and the real enemy of bonds. All this and more…
Read MoreUnlike most of its peers in Asia, who are often led by private consumption, the Singapore economy is driven by net exports. Singapore has a cheap valuation as a whole due to relatively weak fundamentals.
Read MoreHigh growth remains a feature of The Philippines’ economy, however, strong private consumption and investment have been greatly reduced by a severe trade deficit. The country has the highest valuation in Asia.
Read MoreMalaysia’s economy is growing relatively quickly at 4.25% in the third quarter but has slowed down slightly from the 4.59% rate in the second quarter of 2016. Overall, Malaysia is moderately attractive in Asia.
Read MoreWatching the Street is our analysis of analyst consensus. Analysts have turned more optimistic on China after having the weakest recommendation in Asia 2014-15.
Read MoreThe market appears to have returned to double-digit EPS growth this year, after earnings fell in 2014 and 2015. Yet stocks remain the second most expensive in Asia at 16x PE expected in 2017.
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