Chart of the Day
1% 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.
Read MoreEmerging Markets Return More For The Price
Chart of the Day: ROE/PB shows how much return you get for the price you pay. US is most expensive and the gap has been widening. Unless this reverses, it makes emerging markets’ attractiveness rise.
Read MoreUS PEG Ratio Expensive, Not Emerging Markets
Chart of the Day: Investors are willing to pay a high price-to-earnings ratio if earnings are rising. Unless earnings positively surprise then the US is expensive based on PEG.
Read MoreFVMR: Thailand Second Most Attractive in Asia, Malaysia Not So Attractive
Chart of the Day: Thailand is second most attractive in Asia, moderate to attractive on all FVMR elements. Malaysia appears to be a less attractive, low ROE of 9.7% and high PE of 16.3x.
Read MoreWarning: Dream Factor Riding High in US
Chart of the Day: Over 13 years Inflation contributed 32% of 171% market return. Book value growth contributed 33%. Dividends contributed 19%. The Dream Factor contributed 16%.
Read MoreUS Dream Factor Is High, Book Value Growth Is Low
Chart of the Day: Stock returns are driven by four main factors. US companies have had almost no growth in book value over the last three years. The “Dream Factor” has been rising as investors push up valuation.
Read MoreUS Dollar Rally Not Closely Tied to Interest Rates
Chart of the Day: US dollar rally in late 90s and early 2000s was not driven by rising rates. Recent dollar rally not interest rate driven. Dollar strength may be more driven by the risk levels in the rest of the world.
Read MoreWhat Type of Investor Are YOU?
Chart of the Day: Should you be buying stocks? Follow these questions to assess your situation.
Read MoreIf Risk Rises, Commodities Could Be an Alternative to Gold
Chart of the Day: If risk rises, a better alternative to gold could be commodities. Slowing economies, especially emerging markets, caused commodity price fall. Risk is that the whole world slows.
Read MoreGold Could Be an Alternative If Profits Fail to Rise and Inflation Heats Up
Chart of the Day: First risk is that US rates rise and Trump is unable to jump start corporate profits. Second is that inflation gets out of control causing Fed to raise more aggressively. If both happened, then gold could be attractive.
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