October 24, 2016

What’s Changed?

Listen to Analyst Mark Hammonds discuss recent changes in the Asia Pacific Dividend Builder webcast replay below.   

https://vimeo.com/188795383/99ce6a65bb

Click here to download a PDF of the webcast presentation slides.

The webcast includes:

  • In the last five years the S&P 500 has returned an average 16.33% a year while emerging markets have done just 3.37%
  • This year emerging markets have returned 16.25% and the S&P has done 7.82%
  • With market leadership in the third quarter being taken by China we look at what’s changed in China and the region.
  • Economic data, earnings data, stock market valuations together with most overseas investors under-weight Asia means the opportunity is still there, in our opinion.

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