Chart of the Day: US household debt is back just above the levels seen at the start of the new millennium; big deleveraging since the Global Financial Crisis. Corporates, though, are back to 2008 levels which could constitute a risk if rates were to increase.
Read More
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
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: 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
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 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 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 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 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 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 MoreAS SEEN ON:
