Relative outperformance is expected to resume after a mid-cycle consolidation amid a softening of the inflation outlook, a strong structural story and attractive valuations, says Batterymarch.
Asia ex-Japan stocks are currently valued at 13x forward earnings, with an expected growth rate of close to 20%, says Ray Prasad at Batterymarch.
Investment Outlook Series: Ray Prasad, a senior fund manager at Batterymarch Financial Management, says Asia still has higher growth characteristics than developed markets.
Investment Outlook Series: Ray Prasad, a senior fund manager at Batterymarch Financial Management, says urban legends of investing have been turned upside down and there is a new appreciation for risk and volatility.
Investment Outlook Series: Ray Prasad, Batterymarch Financial ManagementÆs lead Asian portfolio manager, says AsiaÆs overall fundamentals are better than those of Europe and the US.
Senior portfolio manager Ray Prasad says quant screens look at valuation, growth potential, expectations, and technical factors. Fundamentals help pick the winners.