AI, Yen Are Among Hotspots to Watch in Asia This Earnings Season
- China payouts, India’s new winners among other key themes
- ‘Profit growth appears to be accelerating,’ Dalma’s Dugan says
The weak yen has helped Japan’s exporters rake in record profits and drive the Nikkei 225 Stock Average to an all-time high.
Photographer: Kosuke Okahara/BloombergThis article is for subscribers only.
Asia looks ready to turn a corner in quarterly earnings growth this results season, and traders are focusing on key themes to make the most of the opportunity.
The biggest topics include the sharp growth in megacap technology profits, the continued boom in artificial intelligence and improving Chinese payouts. Investors are also watching how earnings in Japan get impacted by the yen’s sharp depreciation while searching for new winners in India’s pricey market.