“We believe Mexico's stock market is significantly undervalued, and it remains our top pick in the region, with our overweight in our model portfolio at 4.4 percentage points.”
“I think there are still property stocks that are undervalued because the story is no longer just about Singapore. Many listed developers now earn a large part of their revenues from abroad.”
“Many of the large-cap tech stocks, including Intel, are undervalued. Any move strengthening their position in the market, makes their stocks more attractive.”
“We continue to believe that Time Warner's stock is greatly undervalued and that the company is in need of a major restructuring,”
“You look for undervalued stocks by looking at industries that have been overlooked.”
“I continue to think that, as a region, the Pacific Rim looks good. Brazil is still undervalued. Stocks from the U.K. and New Zealand are undervalued.”
“The most undervalued stocks today are large-caps.”
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