แนวโน้มผลตอบแทนพันธบัตรยังลดลง
วนนี้คาดว่าหรั่งยังซื้อ รายย่อยขาย
กองทุน คาดว่าน่าจะขาย ปอบ เดาไม่ออก
ทายสนุก ๆ
ส่วนที่เอเชียที่อื่นขายไม่รู้เพราะ ขาเชียร์ข่าวนี้หรือเปล่า
Favored Markets
Goldman is currently overweight South Korea, Singapore and Thailand and underweight Australia, Hong Kong Malaysia, Philippines and Taiwan. It is neutral on China, India and Indonesia.
The bank favors the South Korean market, noting that it is positively geared towards a recovery in the U.S. and is cheaply valued. The benchmark KOSPI is trading at a price-to-earnings ratio of 9.9. It forecasts 23 percent upside for the index by March 2014.
(Read More: Emerging Market Growth Hits Lowest Since Financial Crisis)
Singapore, meantime, provides inexpensive exposure to the ASEAN [Association of Southeast Asian Nations] region, the bank said. The Straits Times Index is trading at a PE ratio of 11.7. The bank is betting on 19 percent upside for the index by next March.
Finally, Thailand's SET looks attractive due to the country's robust economic growth and its relatively cheap valuation at a PE ratio of 14.8, the bank said. It expects 17 percent upside for the index over the same period.
By CNBC's Ansuya Harjani
**ทายสนุก ๆ คาดว่าหรั่งยังซื้อ วันนี้แล้วใครขาย? ******
แนวโน้มผลตอบแทนพันธบัตรยังลดลง
วนนี้คาดว่าหรั่งยังซื้อ รายย่อยขาย
กองทุน คาดว่าน่าจะขาย ปอบ เดาไม่ออก
ทายสนุก ๆ
ส่วนที่เอเชียที่อื่นขายไม่รู้เพราะ ขาเชียร์ข่าวนี้หรือเปล่า
Favored Markets
Goldman is currently overweight South Korea, Singapore and Thailand and underweight Australia, Hong Kong Malaysia, Philippines and Taiwan. It is neutral on China, India and Indonesia.
The bank favors the South Korean market, noting that it is positively geared towards a recovery in the U.S. and is cheaply valued. The benchmark KOSPI is trading at a price-to-earnings ratio of 9.9. It forecasts 23 percent upside for the index by March 2014.
(Read More: Emerging Market Growth Hits Lowest Since Financial Crisis)
Singapore, meantime, provides inexpensive exposure to the ASEAN [Association of Southeast Asian Nations] region, the bank said. The Straits Times Index is trading at a PE ratio of 11.7. The bank is betting on 19 percent upside for the index by next March.
Finally, Thailand's SET looks attractive due to the country's robust economic growth and its relatively cheap valuation at a PE ratio of 14.8, the bank said. It expects 17 percent upside for the index over the same period.
By CNBC's Ansuya Harjani