Posts by Andrew Stotz
I Lost for 14 Years in a Row
I can remember within the first few months sitting down with my boss and telling him I want to be the number one analyst in Thailand. Year after year there were rankings of analysts by fund managers. My name never appeared for many years. But over time, my name started to appear, unfortunately at the bottom of the list.
Read MoreWhy Are Korean Stocks So Cheap?
My recent time in Korea refreshed my mind about the beauty of Asia—the contrasts. Being a financial analyst at heart, I was searching for answers to questions, such as: Why has the Korean stock market been so cheap, for so long? Is this going to reverse (Providing a great buying opportunity)? My short answer: Small changes are coming, but don’t expect the structure of society to change; and, like the Thai smile, expect the “Korea Discount” to remain for the near future.
Read MoreThe Trade-off between Simplicity and Precision
In the trade-off between simplicity and precision, I choose simplicity. I have more than 20 years of experience in the financial industry. First as an analyst, then as Head of Research. Over those decades, my thoughts on the trade-off between simplicity and precision have, to put it mildly, evolved. These days I love to keep it simple!
Read MoreBusiness DNA: Your Word is Your Bond
Business DNA: Khalid M. Hashim was raised in Calcutta and Bombay in India by a middle-class family with a long tradition in shipping and trading, but he represents the first generation to actually own such a business. Khalid wanted early on to go into shipping, but his father insisted that he gain a university degree and explore all areas of the industry through internships and jobs before he committed to sea transport. Khalid describes the business of Precious Shipping PCL: “In a very simple way, we connect cargoes between exporting countries and importing nations – as simple as that. That’s what we do – carry it safely, correctly, and without any problems.”
Read MoreDNA of a World Class Company Challenges Conventional Wisdom
The World Class Company Awards in Asia announced on October 10 revealed that two of the best companies in Asia are also the best in their sector globally. STP&I is one of them. From interviews with the company’s managing director, I’ve learned that the DNA of a World Class Company challenges conventional wisdom.
Read More4 Undervalued Country ETFs for a Volatile Global Marketplace
VIDEO BLOG: Today’s volatile global marketplace can leave investors feeling like there’s no safe bet for investing their money. However, while volatility certainly brings it’s share of risks, it also offers opportunity for the active investor, and by mitigating risks by investing in ETFs instead of single stocks, you can still do very well – provided you find the right ETFs.
Read MoreIs Thailand a Viable Investment Option?
VIDEO BLOG: It’s been a cataclysmic few weeks for markets in much of Asia, but it’s important to remember that there’s much more to the region than just China. For instance, Thailand and Taiwan could still represent worthwhile investment opportunities.
Read MoreA Tale of Two Health Companies: Bumrungrad vs ZMC
VIDEO BLOG: The healthcare sector has long been one of the most consistently solid performers around the globe. However, that certainly doesn’t mean that every health and medical investment is created equal – and that’s particularly true on a global scale. Take for instance Bumrungrad Hospital in Bangkok, Thailand and Zhejiang Medicine Co. in China.
Read MoreBeyond China: Where in Asia can you Safely Invest?
VIDEO BLOG: You can be forgiven for feeling anxious about investing in Asia, due to the headlines about apocalyptic action in China. Yet, while it’s true that investing in China today would be a terrible decision, there are actually a number of regions that could offer significant return on investment.
Read MoreIndonesia Might be Your Best Bet for Safe Investment in Asia
VIDEO BLOG: Has the volatility in China scared you out of investing in Asia? You might want to give the region another look, as countries like Indonesia sport strong fundamentals and only moderate risk.
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