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ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. International small caps experienced historically high le...
Elevator Pitch Hong Kong-listed Mainland China toll road company Zhejiang Expressway Co., Ltd. ( ZHEXF ) ( ZHEXY ) [576:HK] currently trades at 7.3 times consensus forward FY2020 P/E which represents a discount to its historical five-year average forward P/E of approximately 10 times. The st...
Introduction This is the third edition of the Asian Idea Generator Weekly that profiles Asian investment opportunities via the following idea generation sources: 1) piggybacking the trades of institutional investors and insiders; 2) quantitative screens; and 3) proxies for secular investme...