Andrew interviews Teerasan Dutiyabodhi, Executive Vice President at TMB Asset Management about his and his company’s views on investing. In the interview, TMB Aggregate Bond Fund is discussed in more detail as well as what role fixed income plays in a portfolio in general.
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Chart of the Day: China has a lower share of loss-makers, though it’s high compared to its past and could be getting worse. On the other side of the spectrum, in Japan only 10% of companies are loss-makers, hence, companies appear to be in better shape there.
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Chart of the Day: The Energy sector is by far the worst both relative to its past and others. Part of the explanation is the lower oil price. Utilities appear to be in a relatively good shape.
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After working in management consulting at Anderson Consulting and as an investment banker for 10 years at Phatra-Merrill Lynch, Kaveepan Eiamsakulrat decided to enter the real estate business after the 1997 Asian Financial Crisis with the land his father accumulated over time.
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Chart of the Day: The percentage of loss-making companies in the past 12 months is higher than in the GFC in EM. The share is higher than in the aftermath of the GFC (2009-2011) in both worlds.
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Chart of the Day: The percent of loss-making companies in EM has surpassed DM and is the highest it has been during this period. Share of loss-makers is rising in both worlds.
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PT Siantar Top Tbk (STTP IJ): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 520 medium Cons. Staples companies worldwide.
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Caring Pharmacy Group Berhad (CARING MK): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 520 medium Cons. Staples companies worldwide.
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Valuation Master Class Student Essay: Cyclical companies have different characteristics compared to non-cyclical companies. One of the main differences is that these companies have volatile earnings due to economic conditions.
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HAUS Talks is a public speaking initiative created to support good ideas, share knowledge, experiences and network with likeminded people in Bangkok. Andrew shares the six most common mistakes he has learned from more than 180 My Worst Investment Ever podcast interviews – real-life, heartbreaking tales of loss and learning.
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