How long must value investors wait?

Hugh Young of Aberdeen Asia argues vanilla, transparent companies still outperform in Asia… eventually.

How long must value investors wait?

It’s a tough market for fundamentally driven, bottom-up stock pickers. Central banks’ monetary easing has pumped up valuations, while deflation is undermining earnings growth. Hugh Young, who helped set up Aberdeen Asia’s business in 1992, is a veteran portfolio manager with a long-term perspective he still holds some stocks from that inaugural year. He argues that patience wins out against fads, even in the technology sector.

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