- 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?
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