Faxing suggests going long on Taiwanese stocks and shorting South Korean stocks: Profit sustainability is more "valuable" than high growth.

According to the app of "Zhixun Finance and Economics", Frank Benzimra, the head of Asian stock strategy at BNP Paribas Bank, pointed out in a recent report that Asian stock markets may be entering a new phase of leadership rotation, with the narrow rally led by the semiconductor sector causing valuation differentials to widen to the widest level in nearly twenty years.