Sri Trang Gloves (Thailand) Public Company Limited (STGT TB): Profitable Growth rank of 7 was down compared to the prior period’s 3rd rank. This is below average performance compared to 370 large Health Care companies worldwide.
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Tianma Microelectronics Company Limited (000050 SZ): Profitable Growth rank of 8 was down compared to the prior period’s 7th rank. This is below average performance compared to 620 large Info Tech companies worldwide.
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Westports Holdings Berhad (WPRTS MK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,160 medium Industrials companies worldwide.
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Trump announces ceasefire with Iran. Japanese government bond yields are OFF THE CHARTS. Berkshire’s war chest: US$373 bn of cash and Treasury bills. President Trump’s other inflation headache is beef. Most people think oil = petrol.
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TPK Holding Company Limited (3673 TT): Profitable Growth rank of 8 was down compared to the prior period’s 5th rank. This is below average performance compared to 620 large Info Tech companies worldwide.
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Central Plaza Hotel Public Company Limited (CENTEL TB): Profitable Growth rank of 7 was down compared to the prior period’s 6th rank. This is below average performance compared to 920 large Cons. Disc. companies worldwide.
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Tower Semiconductor Limited (TSEM IT): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 620 large Info Tech companies worldwide.
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Beiqi Foton Motor Company Limited (600166 SH): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 920 large Cons. Disc. companies worldwide.
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Latin America and Commodities outperformed. Performance review of our strategies in March 2026 – All Weather Inflation Guard fell 0.9%, All Weather Strategy fell 0.9%, All Weather Alpha Focus fell 0.8%.
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Energy is on a tear. The Strait of Hormuz doesn’t just move oil. Foreigners are dumping Asian stocks. Stagflation risk has increased. Foreigners own less US Treasuries.
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