Posts by Andrew Stotz
Porter’s Three Types of Business Strategies
Strategy is about how a company picks which activities it engages in. It is also about how and where management decides to engage in those activities. Success is when that strategy generates a sustainable, above industry average profit.
Read MoreIndonesia and India Continue to Be High Interest Rate Countries
Chart of the Day: Indonesia and India continue to be high interest rate countries. Japan, Taiwan, and Hong Kong all maintain very low rates. At 3.5%, China has room to raise rates to slow bubbles.
Read MoreThai Govt Bond Rate Rose to 3%, Moving in Step with Asia
Chart of the Day: US 10yr govt bond rate fell from 5% to 2% and has remained there since 2011. Thailand broke from Asia in 2014 and moved rates close to the US.
Read MoreBecome a Great Presenter and Increase Your Influence at Chulalongkorn University
Pictures from Become a Great Presenter and Increase Your Influence at Chulalongkorn University in Bangkok, Thailand on 11 May 2017.
Read MoreFVMR Investing – Quantamental Investing Across the World for CFA Indonesia
Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Indonesia in Jakarta on 5 May 2017.
Read MoreWACC in Asia: Cost of Equity Matters Most
Chart of the Day: Looking at 500 non-financial companies in Asia. Considering the relatively low percent and relatively low cost of debt, cost of equity is the significant component of WACC.
Read MoreBrexit: EU Without UK Moves to Second from First in World Trade
Chart of the Day: EU holds the largest share of the world trade. Leaving the EU, UK would become 3% of the world trade, rather than being part of the largest block.
Read MoreYouth Have Been Driving China; Soon Will Drive India, Indonesia, Pakistan, and Philippines
Chart of the Day: China has the largest labor force, but India has more young people about to join. Japan has the largest percentage of old folks. Youth in the labor force will drive consumption growth throughout most of Asia.
Read MoreRoom for Growth – Only 5% of Population in Asia Has GDP Per Capita Over US$10,000
Chart of the Day: Singapore and Hong Kong have the highest per capita GDP. China’s per capita GDP is impressive given the size of the population. India could expand per capita GDP for decades if helped by gov’t policy.
Read More1% Population Growth in Asia, India Growing 2x China
Chart of the Day: India growing 2x China. Above average growth in Afghanistan, Pakistan, and the Philippines. Korea, Thailand, and Taiwan have the slowest growth. In Japan, the population is shrinking.
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