Hitachi: Mixed Bag Of Earnigns, Some Patience Required

Group 1 - The article emphasizes the importance of Asian equities (excluding China) in investment portfolios, highlighting that they are often overlooked and under-allocated by investors [1] - The author employs a fundamental bottom-up approach combined with macroeconomic analysis to identify stocks poised to benefit from global trends, focusing on the Financials, Industrials, and Consumer Discretionary sectors [1] - The intention of the article is to expand the investment universe for readers by providing insights into Asian equities listed in US markets [1]