Learning that drives better investment decisions

Asia ex Japan Is Trading around Its 10-yr Average Price-to-Book

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Chart of the Day: Global markets are expensive, not bubble yet. US 10-year bull run hitting its peak. Unlike the US, Asia valuations are not stretched. Developed Asia ex Japan appears cheap.

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VMC: How to Decide Between the CFA Program vs. an MBA Program

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When it comes to choosing CFA or MBA, it’s important to check out what will be required of you to attain it in terms of time and study, and what competitive edge each qualification will give your career. Here is how each type of certification will help you advance your skills, so that you can decide which one is right for you.

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Developed Markets Have Rebounded Recently, Emerging Markets Have Not Followed

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Chart of the Day: Developed markets have outperformed Emerging markets over the past decade and recently. Outperformance has been driven by the strong performance of the US market. US could be at risk, though.

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Is Loss Aversion the Answer?

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In our Top 5 this week, we examine Value’s recent subpar performance, catch up with the ongoing debates about index investing, and discuss loss aversion’s impact. All this and more…

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Yuzhou Properties Ranked in the Top 40% among Real Estate Companies Globally

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Yuzhou Properties Company Limited is a property development company with all of its revenue coming from major regional Chinese cities in the East. Profitable Growth returned to #4 in the past 12 months and ranked in the top 80 out of 200 large Real Estate companies worldwide.

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Fila Korea Controls Global Sportswear and Golf Equipment Brands

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In 2007, Fila Korea Limited acquired the global FILA brand. In 2011, a majority stake in Acushnet, with well-known golf brand Titleist, was acquired. Profitable Growth has been fluctuating and dropped to #9 in the past 12 months which is in the bottom 256 out of 1,280 large Consumers Discretionary companies worldwide.

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VMC: Mistake #3 – Growing Fixed Assets Slower than Revenue

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When forecasting, a good rule of thumb is that fixed asset growth should roughly match revenue. We know that investment and fixed assets are generally lumpy. Read more here on how to avoid the common valuation mistake #3 here…

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China Oriental Group Is Backed by the World’s Top Steel Producer

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China Oriental Group Company Limited is the largest non-government-owned fabricator and trader of steel products by volume in China. In the past 12 months, the company ranked in the top 83 out of 830 large Materials companies worldwide on Profitable Growth.

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When to Rely on Heuristics

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In our Top 5 this week, we look at when we shouldn’t dismiss heuristics, explain that there’s more to life than compounding money, and examine Vanguard’s active funds. All this and more…

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BaNANA and Apple, but Com7 Doesn’t Run Fruit Stores

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Com7 Public Company Limited engages in retail of IT products through the own brand, BaNANA, as well as official retail stores for Samsung, Oppo, and other major brands. In the past 12 months, COM7 ranked in the top 20% on Profitable Growth among 1,280 large Consumer Discretionary companies worldwide.

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