Asian companies set to return to growth in the next decade?

Asia ex-Japan equities lagged the MSCI World index by 30% between 2010 and 2015. This is a sad state of affairs for a region which was, at one point, leading the world’s growth. Indeed, between 2003 and 2008 earnings at Asian companies ex-Japan grew at a rate of around 20% per annum yet between 2010 and 2015 earnings growth has stalled, averaging around 1% per annum. Matthews Asia: Growth Opportunities In Japan Matthews Asia: Finding Growth In Asia HSBC: Asia Improving But Dangers Lurk; An “Interesting Autumn” Ahead Private Equity Activity In Asia Slows In 2016 YTD A report published…