Dit artikel wordt u aangeboden door BNP Paribas Asset Management.

BNPP IP: Are Asian equities in a “sweet spot”?

We believe a favourable combination of external and domestic factors, coupled with relative attractive valuations, have put Asian equities in a “sweet spot”. With the Standard & Poor’s 500 and Nasdaq indices breaching all-time high levels pushing P/E multiples for the MSCI United States index to above the 5-year historic average, some investors are likely to re-think their portfolio in search of more attractively valued investments.

 

 

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Are Asian equities in a “sweet spot”?