Analysts in Korea are the most optimistic they’ve been in quite awhile. Expected return implied by target prices are in an uptrend for the first time since 2015. The 12-month forward return sits at 28%.
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Opportunities for India lie in increasing movement of labor away from the agricultural sector, increasing overall labor force participation and increasing female labor force participation. These opportunities are also challenges.
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Taiwan has the most negative analyst recommendations in Asia. It’s an extreme relative to all the other countries in Asia. Consensus target prices remain dim.
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Earnings growth and profitability in India are significantly higher than that in both Asia and the World as a whole. However, the Indian business community operates with higher balance sheet risk, as debt is somewhat higher in the majority of Indian sectors compared to the global average.
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India’s ROE is expected at 16% in 2017, well above the World average. Consumer Staples is the most profitable sector by far, with an ROE of 34%! However, it’s the most expensive sector in India even when taking the high ROE into account.
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In our Top 5 this week, we look at the influence of historical data, the power of brutal honesty, and the difference between investing and speculation. All this and more…
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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.
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Analysts have had positive recommendations on Thailand for 5 years now, and it’s currently a “buy” in Asia.
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Overall, 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.
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Analyst recommendations have gradually improved over the past five years, and now Indonesia is on the verge of a “buy” recommendation.
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