Chart of the Day
Developed Markets Have Rebounded Recently, Emerging Markets Have Not Followed
Chart of the Day: Developed markets have outperformed Emerging markets over the past decade and recently. Outperformance has been driven by the strong performance of the US market. US could be at risk, though.
Read MoreKorea Still Appears Most Attractive in Asia, Followed by China and Thailand
Chart of the Day: Korea tops the list driven by strong earnings momentum and cheap valuation. No. 2 China, has strong price momentum. Thailand is driven by solid fundamentals and low price volatility.
Read MoreDividends Contributed Half the Return in Taiwan Since 2000
Chart of the Day: Dividend yield has consistently contributed to return in Taiwan. US$100 invested at year-end 2000 would have grown to US$314 and dividends contributed 50% of that gain.
Read MoreInvest at Market Peaks in Asia and It Could Take a Decade to Recover
Chart of the Day: Imagine you managed to invest in Asia ex Japan at an absolute market peak. How long would it take until your initial investment would be recovered?
Read More5 Famous Investors and Their Portfolio Diversification
In this post, we look into the portfolios of five well-known investors: Bill Ackman, Carl Icahn, Daniel Loeb, David Einhorn, and Warren Buffett to see how diversified their equity portfolios are.
Read MoreCyclical Companies Are 29% of the Thai Market
Chart of the Day: The Thai market is heavy in Materials and Energy, the sectors account for 29% of the total market cap. India, China, and Indonesia are heavier in these two sectors relative to Asia ex Japan as well.
Read MoreThailand Has a Slow Rise from a Deflationary Period
Chart of the Day: 2014-2016 was a deflationary time in Thailand. Inflation has been much lower in Thailand than the world and Asia over the last few years. Hardly rising.
Read MorePopulation and Stock Markets across ASEAN
Chart of the Day: Infographic of the top 5 ASEAN markets showing population, median age, population growth, and the number of investable stocks in each stock market.
Read MoreClose to 700 Investable Stocks in ASEAN
Chart of the Day: 3,016 instruments available, 663 or 22% of which are liquid. Singapore, Philippines, and Indonesia have more concentrated markets. Thailand has the largest number of liquid instruments.
Read MorePhilippines and Malaysia Are Expected to See the Highest Population Growth in ASEAN
Chart of the Day: By 2050, Indonesia, Malaysia, and the Philippines are expected to have seen 25-48% population growth and relatively high labor force participation. This gives an optimistic outlook for economic growth in ASEAN.
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