Posts by Andrew Stotz
Asia ex Japan Contributes 60% of Global Merchandise Exports
Chart of the Day: Global merchandise exports at US$250bn, Asia ex Japan contributes 61% of world value. Merchandise exports are retail goods exported to foreign markets.
Read MoreRisk in Asia: India Has the Highest Gearing
Chart of the Day: India has the highest gearing measured as net debt-to-equity, followed by the Philippines. Taiwan’s low gearing is explained by its large Info Tech sector.
Read MoreIndia, Philippines, Thailand, and Vietnam Equity FVMR Snapshots
Equity FVMR Snapshots of 4 select Asian markets: India, the Philippines, Thailand, and Vietnam. Let Andrew Stotz guide you through how to read this one-page document that you can get updated in your inbox every Monday for free.
Read MoreIndia Appears Expensive, Pakistan Has Strong Fundamentals
FVMR details of 5 select Asian markets: India appears expensive and poor momentum, Pakistan has strong fundamentals, the Philippines is unattractive, Thailand is neutral, and Vietnam looks attractive.
Read MoreVietnam and Pakistan Are the Fundamental Stars
FVMR review of 5 select Asian markets: Vietnam and Pakistan both have high net profit margin and asset turnover. The Philippines has high net margin, but lowest asset turnover.
Read MoreTop 3 Sectors Account for 60% of Market Cap in Philippines, Pakistan, and Vietnam
This post focuses on market basics of five select markets in Asia: India, Pakistan, Philippines, Thailand, and Vietnam.
Read MoreYouth Will Soon Drive India, Indonesia, Pakistan, and the Philippines
China has the largest labor force, however, India, Pakistan, and the Philippines have a large share of young dependents to join the labor force in the future. Thailand and Vietnam are getting old, but not rich.
Read MoreMassive Half a Billion Person Labor Force in India
This post focuses on economic and population basics of five select markets in Asia: India, Pakistan, Philippines, Thailand, and Vietnam.
Read MorePhilippine and Chinese Banks Have Seen Double-Digit Loan Growth
Chart of the Day: In the past 12 months, the Philippines and China have seen double-digit net loan growth. Only Malaysian banks have seen a decrease in net loans.
Read MoreEmerging Asia Offers Cheap Valuation and Strong Earnings Growth
Chart of the Day: Emerging Asia offers the highest EPS growth and a relatively cheap valuation. Developed Pacific, which includes Hong Kong and Singapore, offers the second highest growth and attractive valuation as well.
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