Asian stock pickers are navigating a difficult environment as a slowdown in the US could trigger a recession. Value is being sought in the tech service and consumer discretionary sectors due to regional demand, while South Korea and Taiwan are viewed as more vulnerable to a US downturn. Indian stocks have been bought by global funds this quarter as they cut their exposure to Taiwan. Financials, along with South Korean and Taiwanese equities, are seen as most susceptible to declining following two years of outperformance before a tightening cycle.
Markets move fast, but compounding moves faster: A Balasubramanian on why the next decade will be transformational
A Balasubramanian reflects on his investment journey, emphasizing the importance of compounding. He acknowledges underestimating its power early in his career. He wishes he had
May 22, 2025