Former buy-side equity analyst covering Asia Pacific equities with a decade of experience under my belt. I employ a fundamental bottom-up approach with a macroeconomic overlay to identify stocks that are set to benefit from broader trends globally. I focus mainly on Financials, Industrials and Consumer Discretionary sectors. I started writing on Seeking Alpha to share my thoughts and shine a light on Asian equities listed in US markets. Asian equities (ex-China) are often times overlooked and under-allocated in investor equity portfolios and i hope my articles help to expand your investment universe!
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PWR over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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