Skip to content
Learning that drives better investment decisions

Gov’t Debt Has Driven Total Debt Growth in the US

By Become a Better Investor | Jul 16, 2019

Chart of the Day: Since 2001, US household debt as a % of GDP has remained at about the same level. Corporate debt has increased a bit. While gov’t debt as a % of GDP has doubled since 2001.

Read More

Thailand Was Asia’s Top Performer in 1H19

By Become a Better Investor | Jul 15, 2019

Chart of the Day: In 1H19, all Asian markets were up except for Malaysia. In local currency terms, Hong Kong was the strongest performer. For foreign investors, Thailand was the best as the Baht strengthened significantly.

Read More

MONEY FM 89.3: The Thai SET’s Recent Strength

By Become a Better Investor | Jul 12, 2019

MONEY FM 89.3: Andrew Stotz is guest on Across the ASEAN to discuss The Thai SET’s Recent Strength and What’s Keeping Thai Markets Afloat?

Read More

The Super Strong Thai Baht Is Unlikely to Weaken Substantially

By Become a Better Investor | Jul 11, 2019

It is hard for the Bank of Thailand to weaken the Baht as the government 10-year bond yield is already pretty low at 2.2%. The Baht also has some safe-haven status as Thailand has relatively large international currency reserves.

Read More

Taiwan Mobile – World Class Benchmarking

By Become a Better Investor | Jul 10, 2019

Taiwan Mobile Company Limited (3045 TT): Profitable Growth rank of 2 was same compared to the prior period’s rank of 2. This was World Class compared to 130 large Telecom companies worldwide.

Read More

Quality Construction Products – World Class Benchmarking

By Become a Better Investor | Jul 9, 2019

Quality Construction Products Public Company Limited (Q-CON TB): Profitable Growth rank of 1 was up compared to the prior period’s rank of 3. This was World Class compared to 460 small Materials companies worldwide.

Read More

China Steel Chemical – World Class Benchmarking

By Become a Better Investor | Jul 8, 2019

China Steel Chemical Corporation (1723 TT): Profitable Growth rank of 1 was up compared to the prior period’s rank of 2. This was World Class compared to 820 medium Materials companies worldwide.

Read More

Quality Houses – World Class Benchmarking

By Become a Better Investor | Jul 5, 2019

Quality Houses Public Company Limited (QH TB): Profitable Growth rank of 3 was same compared to the prior period’s rank of 3. This was above-average compared to 320 medium Real Estate companies worldwide.

Read More

Shiny Chemical Industrial – World Class Benchmarking

By Become a Better Investor | Jul 4, 2019

Shiny Chemical Industrial Company Limited (1773 TT): Profitable Growth rank of 2 was down compared to the prior period’s rank of 1. This was World Class compared to 820 medium Materials companies worldwide.

Read More

Polyplex Thailand – World Class Benchmarking

By Become a Better Investor | Jul 3, 2019

Polyplex Thailand Public Company Limited (PTL TB): Profitable Growth rank of 2 was same compared to the prior period’s rank of 2. This was World Class compared to 820 medium Materials companies worldwide.

Read More