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Learning that drives better investment decisions

US Dollar Fall—Unattractive for Foreign Investors

By Andrew Stotz | Sep 27, 2017

Chart of the Day: The US dollar has weakened year-to-date against all currencies as well as against all Asian currencies. Investing in US assets could hit twice as hard with loss in value of asset and loss in value of US dollar.

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Earnings in Thai Non-Financials Have Started to Turn

By Andrew Stotz | Sep 26, 2017

Chart of the Day: In 2012, earnings rebounded following the flood in 2011. Year-to-date, Thai non-financials grew earnings faster than the global average and Asia has been flat.

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Thai Fundamentals Above the Global Average

By Andrew Stotz | Sep 25, 2017

Chart of the Day: Hong Kong has the highest net margin, but lowest efficiency. Taiwan has the highest efficiency, but relatively thin net margin. Thailand is alone in Asia to be above the world on both measures.

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The Peril of the Stockpicker’s Trap

By Become a Better Investor | Sep 22, 2017
Top 5 of the Week of September 18 - Become a #betterinvestor

In our Top 5 this week, we uncover a stockpicker’s most dangerous trap, examine how we should be using financial advisors, and reveal what the best investors do. All this and more…

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US Govt Debt Is Massive and Shows No Sign of Reversing

By Andrew Stotz | Sep 21, 2017
US Govt #debt is massive and shows no sign of reversing

Chart of the Day: In September 2017, US Government debt passed US$20trn. Annual 2009-13 average US$1trn deficit spending added nearly US$5trn. Interest is US$449bn/year, debt is US$62,200/person.

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Emerging Asia Has the Strongest Momentum

By Andrew Stotz | Sep 20, 2017

Chart of the Day: Emerging Asia has had the highest revenue growth in the past 12 months, as well as the best price performance in the past 6 months. Emerging Europe had the poorest revenue growth.

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Indonesian Banks Have the Highest Net Interest Margin in Asia

By Andrew Stotz | Sep 19, 2017
Indonesian #banks have the highest net interest margin in #Asia

Chart of the Day: Indonesian banks have almost double net interest margin versus the Philippines that has the second highest. This is partially due to higher interest rate levels in Indonesia.

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Strong Momentum and Cheap Valuation in Indian Materials

By Become a Better Investor | Sep 18, 2017

The overall Indian market trades above the world on 2017 PE and PB. The Materials sector appears cheap on PEG and has strong price and earnings momentum.

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R.I.P Value Investing?

By Become a Better Investor | Sep 15, 2017
Top 5 of the Week of September 11 - Become a #betterinvestor

In our Top 5 this week, we examine alternative investments, explore short-term momentum and long-term reversals, and ask if Warren Buffett has killed value investing? All this and more…

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Business Valuation Guide: Cash Levels at Consumer Staples Companies in Asia

By Andrew Stotz | Sep 14, 2017

In company valuation, you start with forecasting and this research can help you to better forecast the balance sheets of companies. In this business valuation guide, you’ll learn about cash levels in the Consumer Staples sector across developed, emerging, and frontier markets in Asia.

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