Overall, Korea is the most attractive in Asia, driven by massive earnings growth and good price momentum. The “Korea discount” also remains, the market is still cheapest in Asia.
Read MoreChart of the Day: Info Tech is expected to grow the fastest in Asia, might be harder for US Tech giants to grow at 50%. Real Estate and Consumer Discretionary are contracting in the US but not in Asia.
Read MoreChart of the Day: In 2015, US traded at 1.4x the Asia ex Japan PE, it narrowed to 1.25x in 2016, and then back to 1.4x in 2017. Analysts expect this 40% PE premium for US to persist in 2018-2019, do YOU?
Read MoreChart of the Day: A review of the top 900 largest and most liquid companies in China. Even the group with zero coverage has an average USD2bn market cap and USD26m ADTO.
Read MoreIn our Top 5 this week, we discuss the future of active management, compare the same side of two coins, and examine the intangible nature of risk. All this and more…
Read MoreHow to Become Financially World Class, Part 5: Results at the top of the triangle are explained by the two items below. Profitable Growth is explained by the company’s rank against global peers on six different measures in total.
Read MoreHow to Become Financially World Class, Part 4: Compare to your nearest competitor? To other competitors in your country? To other companies in your region? To assure you are truly Financially World Class compare to global peers.
Read MoreHow to Become Financially World Class, Part 3: Why does Profitable Growth matter? We did a study to find out! High “Profitable Growth” companies generated 10X market return over the past 20 years.
Read MoreHow to Become Financially World Class, Part 2: What’s most important for a business, high profitability or fast growth? Extremely high Profitability reduces growth. Extremely high Growth reduces profitability.
Read MoreHow to Become Financially World Class, Part 1: There are three core barriers to becoming Financially World Class. World Class Benchmarking was designed to overcome these barriers and take the finances of your company from complicated to simple, from scattered to focused, and from individual to team.
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