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Today's edition of the Saxo Morning Call features the SaxoStrats team discussing the continuing weakness of the US dollar as commodity prices recover ground and in the wake of key US equity indices hitting all-time highs Thursday.
Article / 25 June 2014 at 7:58 GMT

Top equity picks in Asia Pacific dominated by financials

Head of Equity Strategy / Saxo Bank
Denmark
By Peter Garnry

Compared to last week's publication more financials have entered our list of top equity picks in Asia Pacific. Our former top pick, Nomura Holdings, that dropped from the list amid a 20 percent run-up in the share price is now back again with a 12-month return forecast of 17 percent. The list is yet again topped by Mitsubishi UJF Financial.

Asia Pacific equities top picks











Read the full publication on Asia Pacific equities in the attached PDF.

-- Edited by Clare MacCarthy

Peter Garnry is the head of equity strategy at Saxo Bank. Please check out his articles and trades here.
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Quant Corner - Asia Pacific equities

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