Chart of the Day: Overall, Asian markets were down in 1H20 except for China. With the exception of Malaysia, ASEAN markets were the worst performers. China, Taiwan, and Korea were also in the top 3 in terms of return in 2019.
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All Weather Strategy: The strategy had a lower return than World equity in June, as equity remained strong. Fed can’t rescue the market forever, even if the virus is under control, other issues remain. Continued focus on downside protection with 30% short-term gov’t bonds and 30% gold.
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MONEY FM 89.3: Andrew Stotz is a guest on Across the ASEAN to discuss the outlook for Thai markets in the second half of 2020.
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PT Sarana Menara Nusantara Tbk (TOWR IJ): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 50 medium Telecom companies worldwide.
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PT Mayora Indah Tbk (MYOR IJ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 580 large Cons. Staples companies worldwide.
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PT Mitra Adiperkasa Tbk (MAPI IJ): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 1,180 large Cons. Disc. companies worldwide.
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PT Indosat Tbk (ISAT IJ): Profitable Growth rank of 9 was up compared to the prior period’s 10th rank. This is poor performance compared to 130 large Telecom companies worldwide.
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Elite Material Company Limited (2383 TT): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 680 large Info Tech companies worldwide.
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Hengan International Group Company Limited (1044 HK): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 580 large Cons. Staples companies worldwide.
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Valuation Master Class Student Essay: The world has become globalized; companies who have cross-border activities are engaged in currency exposure. As everyone knows the fact that the currency exchange rate is highly volatile. Multinational companies may confront a loss of revenue when incomes from foreign subsidiaries converted to the home currency.
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