Janus asian opportunity




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Key Takeaways Investors are returning to Asia following the strong rebound in corporate earnings in ; this follows a number of years of structural underperformance for the asset class China provides potentially some of the biggest risks for the region, but also some of the largest opportunities An active approach is particularly important given better opportunities in privately owned companies compared to the state-owned enterprises that make up opportunity large proportion of the index Indian equities disappointed last year but the team believes they have strong potential for This is when we see opportunity to add janus asian business models with strong balance sheets and high sticky margins — in periods of corrections. The technology sector led the charge for that period, particularly the Korean memory and Chinese internet sectors. We continue to identify value in specific parts of the market, such as in energy, basic materials and financials where the supply-demand environment is allowing for a pricing environment conducive to healthy profits and cash-flows.

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Fundamentally, Asia Looks Ok, Says Janus Henderson's Duhra

Portfolios are constructed using a core of quality stocks to reduce volatility, with an allocation to dynamic stocks to diversify sources of excess returns and improve upside potential. Overview Japanese companies are fundamentally improving. Focus is on medium term earnings forecasts with a strict valuation discipline to identify undervalued opportunities.

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