Asean Equities Earnings Growth to Remain Resilient in 2023
Aaron Costello, CFA
Head of Asia
Vivian Gan
Investment Director, Capital Markets Research
In this article by TheEdge Singapore, Cambridge Associates’ Head of Asia Aaron Costello and Associate Investment Director Vivian Gan point out that current valuations for Southeast Asia (ASEAN) equities and currencies are more favourable today than in 2013, allowing potential for further upside performance. However, the market is sensitive to global economic cycles, and a slowdown in global growth remains a key risk.
Read the full article here.
Aaron Costello, CFA - Aaron Costello is the Head of Asia and is responsible for the firm’s investment and research activities in the region.
Vivian Gan - Vivian Gan is an Investment Director for the Capital Markets Research team at Cambridge Associates.