Asian equities have rallied in recent months, but many markets still trade at favorable valuations. Patient investors should focus on high-quality names in the financial and information technology sectors.
An influx of liquidity from Chinese investors, coupled with the central bank’s recent rate cuts, has propelled China’s equity markets to big gains. We book another solid profit on one of our previous picks, highlight our favorite Chinese stocks and identify two other Asian equity markets that should ride this liquidity wave higher.