Learning that drives better investment decisions

Korean Analysts Predict 28% Upside

| | 0 Comments
Watching the Street-korea-feat

Analysts in Korea are the most optimistic they’ve been in quite awhile. Expected return implied by target prices are in an uptrend for the first time since 2015. The 12-month forward return sits at 28%.

Read More

India Is Not the New China, at Least Not Yet

| | 0 Comments
India vs china feat

Opportunities for India lie in increasing movement of labor away from the agricultural sector, increasing overall labor force participation and increasing female labor force participation. These opportunities are also challenges.

Read More

Taiwan a Heavy Sell: Analysts

| | 0 Comments
Watching the Street - feat - Taiwan

Taiwan has the most negative analyst recommendations in Asia. It’s an extreme relative to all the other countries in Asia. Consensus target prices remain dim.

Read More

India Has Beaten the World Since 1997

| | 0 Comments
India Has Beaten the World Since 1997

Earnings growth and profitability in India are significantly higher than that in both Asia and the World as a whole. However, the Indian business community operates with higher balance sheet risk, as debt is somewhat higher in the majority of Indian sectors compared to the global average.

Read More

Massive Profitability in Expensive Indian Consumer Staples

| | 0 Comments
India Equity FVMR Snapshot

India’s ROE is expected at 16% in 2017, well above the World average. Consumer Staples is the most profitable sector by far, with an ROE of 34%! However, it’s the most expensive sector in India even when taking the high ROE into account.

Read More

All Assets Are an Investment in Some Hands and a Speculation in Others

| | 0 Comments
Top 5 of the Week of January 2nd - Become a #betterinvestor

In our Top 5 this week, we look at the influence of historical data, the power of brutal honesty, and the difference between investing and speculation. All this and more…

Read More

Thailand Is Second Most Attractive in Asia

| | 0 Comments
Country Profile Thailand

Overall, Thailand is the second most attractive market in Asia and GDP growth is mainly driven by exports. Investment is, however, a drag on GDP growth.

Read More

Thailand Still a ‘Buy’ in Asia

| | 0 Comments
Watching the Street - feat - Thailand

Analysts have had positive recommendations on Thailand for 5 years now, and it’s currently a “buy” in Asia.

Read More

Taiwan’s High-Risk, High-Yield Market

| | 0 Comments
Country Profile Taiwan

Overall, the Taiwanese economy has been growing fairly slowly. Exports and investment are dragging on growth in private consumption. Taiwan’s forward-looking dividend yield is the highest in Asia.

Read More

Steady Momentum Could Soon Make Indonesia a ‘Buy’

| | 0 Comments
Watching the Street - feat - Indonesia

Analyst recommendations have gradually improved over the past five years, and now Indonesia is on the verge of a “buy” recommendation.

Read More