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Brown Advisory CIO Perspectives
Trailer
Bonus
Episode 14
Season 1
Japan’s Reforms, China’s Struggles and the Case for Asian Stocks with Ward Ferry’s Vineet Mitera
In this episode of CIO Perspectives, Sid Ahl and Erika have a chat with Vineet Mitera, the CIO/Manager at Ward Ferry Management, an independent investment firm based in Hong Kong. The discussion highlights the investment landscape across various Asian markets, emphasizing the importance of healthy balance sheets, regional economic conditions, and sector-specific opportunities. Key themes include the resilience of Indian companies, the cautious yet opportunistic approach in China, the promising reforms and undervalued sectors in Japan and the growth potential in ASEAN markets.
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The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.
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The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.
Alternative Investments may be available for Qualified Purchasers and/or Accredited Investors only.
Definitions
Earnings before interest, taxes, depreciation, and amortization (EBITDA) is an alternate measure of profitability to net income. It's used to assess a company's profitability and financial performance.
Free cash flow (FCF) is a measure of financial performance calculated as operating cash flow minus capital expenditures and changes to net working capital.
Free cash flow yield is calculated as the inverse of an index’s price-to-free cash flow ratio. In other words, it is calculated as the expected free cash flow of the index divided by the index’s current price.