Learning that drives better investment decisions

A Bit of Portfolio Tailoring Here, and a Touch of Hedging There

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top 5 june 19

In our Top 5 this week, we look at the driving factor behind investing success and failure, uncover unsung investing heroes, and ask if we should worry about ETFs. All this and more…

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Economy Gearing Up in Malaysia for 2017

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Country Profile Malysia

Malaysia’s GDP made a run for it in the first quarter of 2017, clocking in at 5.6%—a rate not seen since the first quarter of 2015. Overall, Malaysia is relatively unattractive in Asia, considering all our four elements: Fundamentals, Valuation, Momentum, and Risk.

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Singapore: Still Cheap, but for a Reason

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Country Profile Singapore

Overall, Singapore is experiencing slow GDP growth. The market trades cheap, but worst momentum in Asia due to poor earnings growth and price momentum.

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Taiwan: Attractive Valuation but Poor Momentum

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Country Profile Taiwan

Overall, Taiwan is experiencing slow GDP growth. Earnings growth has been poor, but on the positive side Taiwan has the highest dividend yield in Asia.

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You Say Valeant Pharmaceuticals Share Is Still Worth US$200? | Anchoring

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BehavioralBiasBible

What would be the reason for someone to think that a Valeant Pharmaceuticals share is still worth US$200? There may be many reasons for sure, but one of them is bound to be that the investor first bought the share at US$200 and, therefore, has anchored themselves to that price as the share’s value.

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How to Start Building Your Wealth in the Stock Market for CFA in Shenzhen

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PhotosfromEvents

Pictures from How to Start Building Your Wealth in the Stock Market for CFA in Shenzhen, China on 17 June 2017.

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FVMR Investing – Quantamental Investing Across the World for CFA in Guangzhou

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PhotosfromEvents

Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Indonesia in Guangzhou, China on 16 June 2017.

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It’s Okay to Disagree with Warren Buffett

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Top 5 of the Week of June 12 - Become a #betterinvestor

In our Top 5 this week, we examine Peter Cathcart Wason’s confirmation bias research, discuss the effect of ETFs on stocks, and learn a lesson from John Maynard Keynes. All this and more…

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The Philippines: Solid Fundamentals but Still Expensive

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Country Profile Phils

Overall, The Philippines is moderately attractive in Asia considering all our four elements: Fundamentals, Valuation, Momentum, and Risk. It remains expensive on a PE basis, especially considering the relatively slow EPS growth

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Double-Digit Growth

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andrew stotz michael treacy

Double-Digit Growth by Michael Treacy: Growth initiates a virtuous circle, it leads to more growth. Faster growth attracts the attention of stock market investors, who will pay more for the stock.

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