Asia
Economies in Asia Are turning
We’ve seen a 1Q21 GDP recovery in North Asia, but the GDP growth is still negative in South East Asia. A rise in oil price could hit Singapore, Thailand, and Korea hard.
Read MoreIn Asia, China Is Least Correlated to the US Market
Chart of the Day: We’ve looked at the correlation with the US market during the two major crises. China has been uncorrelated, a possible explanation is the Chinese regulation not allowing foreign access to its stock markets.
Read MoreInvestment Opportunities in APAC at 2017 Taiwan Investment Conference
Andrew Stotz, PhD, CFA moderator of the panel discussion on Investment Opportunities in APAC at the 2017 Taiwan Investment Conference. Markets discussed: India, Pakistan, the Philippines, Thailand, and Vietnam.
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.
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