Chart of the Day
US 100+ Month Bull Stampede to End Soon
Chart of the Day: Of the last three stock market rallies, this is the longest at 103 months. US CAPE moved from 13x to darn expensive at 30x. Rally was partially fuelled by near-zero interest rates.
Read MoreKorea Still Appears Most Attractive in Asia
Chart of the Day: Korea tops the list driven by cheap valuation and good price and earnings momentum, followed by China. Thailand has moved to attractive due to low volatility and moderately attractive fundamentals and valuation.
Read MoreFalling US Dollar Means Everything Else Rises
Chart of the Day: Negative correlation, if the US Dollar Index falls, most asset classes should rise. Emerging Markets stocks have the most negative correlation; should perform the strongest if US Dollar continues to fall.
Read MoreUS Dollar Fall—Unattractive for Foreign Investors
Chart of the Day: The US dollar has weakened year-to-date against all currencies as well as against all Asian currencies. Investing in US assets could hit twice as hard with loss in value of asset and loss in value of US dollar.
Read MoreEarnings in Thai Non-Financials Have Started to Turn
Chart of the Day: In 2012, earnings rebounded following the flood in 2011. Year-to-date, Thai non-financials grew earnings faster than the global average and Asia has been flat.
Read MoreThai Fundamentals Above the Global Average
Chart of the Day: Hong Kong has the highest net margin, but lowest efficiency. Taiwan has the highest efficiency, but relatively thin net margin. Thailand is alone in Asia to be above the world on both measures.
Read MoreUS Govt Debt Is Massive and Shows No Sign of Reversing
Chart of the Day: In September 2017, US Government debt passed US$20trn. Annual 2009-13 average US$1trn deficit spending added nearly US$5trn. Interest is US$449bn/year, debt is US$62,200/person.
Read MoreEmerging Asia Has the Strongest Momentum
Chart of the Day: Emerging Asia has had the highest revenue growth in the past 12 months, as well as the best price performance in the past 6 months. Emerging Europe had the poorest revenue growth.
Read MoreIndonesian Banks Have the Highest Net Interest Margin in Asia
Chart of the Day: Indonesian banks have almost double net interest margin versus the Philippines that has the second highest. This is partially due to higher interest rate levels in Indonesia.
Read MoreBusiness Valuation Guide: Cash Levels at Consumer Staples Companies in Asia
In company valuation, you start with forecasting and this research can help you to better forecast the balance sheets of companies. In this business valuation guide, you’ll learn about cash levels in the Consumer Staples sector across developed, emerging, and frontier markets in Asia.
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