Relative outperformance is expected to resume after a mid-cycle consolidation amid a softening of the inflation outlook, a strong structural story and attractive valuations, says Batterymarch.
Tag : ray prasad
Asia ex-Japan stocks are currently valued at 13x forward earnings, with an expected growth rate of close to 20%, says Ray Prasad at Batterymarch.
Investment Outlook Series: Ray Prasad, a senior fund manager at Batterymarch Financial Management, says Asia still has higher growth characteristics than developed markets.
Investment Outlook Series: Ray Prasad, a senior fund manager at Batterymarch Financial Management, says urban legends of investing have been turned upside down and there is a new appreciation for risk and volatility.
Senior portfolio manager Ray Prasad says quant screens look at valuation, growth potential, expectations, and technical factors. Fundamentals help pick the winners.