Posts by Andrew Stotz
Companies in Asia Hold the Highest Levels of Cash
We have been considering the causes of the cash levels at companies around the world. In this post, we look into how much cash is held at companies in various regions.
Read MoreCash Levels at Companies Across Asia
We have been considering the causes of the cash levels at companies around the world. This post looks into how much cash is held at companies in various countries across Asia.
Read MoreUS Companies Are NOT Holding Too Much Cash
We have been considering the causes of the rising cash levels at US companies. Surprisingly, we realized that the question asked was the wrong one.
Read MoreWhat Academia Say about High Cash Levels in the US
Over the last few weeks, we have been considering the causes of the rising cash levels at US companies from a low of about 4% in 1995, to the currently very high 11%. Let’s have a look at what academia say about it.
Read MoreWhen Investing, a Smoother Ride Is Preferred
Chart of the Day: Two stocks returned the same, more than 300% in 3.5 years. The stocks had very different paths, but they both ended up yielding the same price return. Which stock would you prefer to have held?
Read MoreAsia Has the Highest Number of Equity Funds but the Lowest Amount of AUM
Chart of the Day: Asia has the highest number of equity funds but the lowest amount of assets under management. The number of funds and total assets seem to be inversely correlated.
Read MoreMost of Global Assets Are Allocated to Equity Funds
Chart of the Day: Most assets in the world are allocated to equity funds. Bonds and other asset classes together have a similar allocation at around US$9tn. The money market has the smallest asset allocation.
Read MoreCash Holdings across Sectors from 1994 to 2016
Chart of the Day: Looked at on average 14,000 companies around the world. Real Estate and Info Tech had the highest cash-to-sales, Energy and Consumer Staples the lowest.
Read MoreTop 10 Chinese Cities by GDP and Market Cap as a Percentage of GDP
Chart of the Day: Beijing has the second highest GDP and the highest market cap to GDP. Shenzhen and Shanghai are in the top 5 in terms of GDP and second and third respectively in terms of market cap to GDP.
Read MoreListed Companies and Their Total Value in the Top 10 Chinese Cities
Chart of the Day: Beijing, Shanghai, and Shenzhen have most listed companies and account for 51% of China’s total market capitalization. The remaining of the top 10 account for between 1-3% individually and 13% together.
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