Learning that drives better investment decisions

Have the Right Eggs in Your Basket

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In our Top 5 this week, we discover why value investors should look at startups, which market myths affect investors, and who the activist investors of the today are. All this and more…

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Impressive Growth in Asian Merchandise Exports

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Chart of the Day: Merchandise export was slow for the past three years. In 6M17, Asia ex Japan booked a very high growth at 40% YoY vs the World of 9.5%.

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Asia ex Japan Contributes 60% of Global Merchandise Exports

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Chart of the Day: Global merchandise exports at US$250bn, Asia ex Japan contributes 61% of world value. Merchandise exports are retail goods exported to foreign markets.

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Semirara Mining & Power Corp. – Fan Request

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Philippines on Demand: A fan requested to see the World Class Benchmarking of Semirara Mining & Power Corp., so here it is. Profitable Growth has been World Class since 2013, driven by a very high Profit margin.

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Risk in Asia: India Has the Highest Gearing

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Chart of the Day: India has the highest gearing measured as net debt-to-equity, followed by the Philippines. Taiwan’s low gearing is explained by its large Info Tech sector.

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What Dreams Are Made Of

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In our Top 5 this week, examine the popularity of cryptocurrencies, discover the problem of ‘presentism’, and look at the challenges quality-value investors face. All this and more…

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Taiwan Equity FVMR Snapshot

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NEW RELEASE: The Taiwan Equity FVMR Snapshot gives a weekly update of the Fundamentals, Valuation, Momentum, and Risk of the Taiwanese market.

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Investment Opportunities in APAC at 2017 Taiwan Investment Conference

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Andrew Stotz, PhD, CFA moderator of the panel discussion on Investment Opportunities in APAC at the 2017 Taiwan Investment Conference. Markets discussed: India, Pakistan, the Philippines, Thailand, and Vietnam.

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India, Philippines, Thailand, and Vietnam Equity FVMR Snapshots

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Equity FVMR Snapshots of 4 select Asian markets: India, the Philippines, Thailand, and Vietnam. Let Andrew Stotz guide you through how to read this one-page document that you can get updated in your inbox every Monday for free.

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India Appears Expensive, Pakistan Has Strong Fundamentals

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FVMR details of 5 select Asian markets: India appears expensive and poor momentum, Pakistan has strong fundamentals, the Philippines is unattractive, Thailand is neutral, and Vietnam looks attractive.

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