Chart of the Day: Using DDM to find the implied growth rate for 2,000 companies in Asia. Hong Kong has the lowest implied growth rate, followed by Singapore. Indonesia has the highest implied growth rate, followed by China.
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Chart of the Day: Overall, all Asian markets fell in 2018. Besides Thailand, Hong Kong, and China, Asian currencies weakened against the USD. The two worst performers in 2018 were the best in 2017.
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My Worst Investment Ever: My worst investment decision was an investment in a start-up company. I did not invest because I thought the company had a good idea but because I liked the people who were working there, and I didn’t feel I could say “no” to them.
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In our Top 5 this week, we consider how paradoxical markets can be, reveal the largest 10 economies in the globe in 2030, and look at certainties in 2019. All this and more…
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Chart of the Day: Looking at all non-financial companies globally, grouped by size. Sales growth in line with previous peaks, except for Small companies. Small companies haven’t seen much sales growth since 2012.
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My Worst Investment Ever: I have invested in a couple of businesses that were unsuccessful, but my worst investment ever was in my own start-up business. My team had won a start-up competition a few years back. Our company was a web-based enterprise, but it failed for several reasons.
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Chart of the Day: Looking at all non-financial companies and kept the net margin at the long-term average. The analysis shows us that the recent increase in ROE has come from the net margin.
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My Worst Investment Ever: My worst investment was when I jumped on the crypto-currency bandwagon. Even though I made some money out of it, I would personally consider it to be the worst investment I have made so far.
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In our Top 5 this week, we examine retirement finance, ask if active alpha can cover taxes, and discuss the importance of market regimes. All this and more…
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Chart of the Day: Looking at all non-financial companies globally, grouped by size. Cash conversion cycle (CCC) has risen for all companies following the GFC. The high CCC means that companies are more vulnerable to a credit crunch and/or economic slowdown.
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