Asia Centric: The Contrarian Edge in Pan-Asian Equities
In a region where hot themes such as the AI trade dominate the headlines and investors rapidly rotate through markets, playing the contrarian can offer a distinct edge. Steering clear...
By Clara Chen · Bloomberg
In a region where hot themes such as the AI trade dominate the headlines and investors rapidly rotate through markets, playing the contrarian can offer a distinct edge. Steering clear of the hype is uncovering unique opportunities – from South Korean preferred stocks to high-yielding defensive companies in Hong Kong and beaten-down Indonesian equities – according to Daniel Rupp, CIO and founder of Parkway Capital.