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Learning that drives better investment decisions

Moderate Attractiveness Driven by Low Risk in Malaysia

By Become a Better Investor | Apr 12, 2018

Malaysia has relatively fast GDP growth, driven mainly by private consumption and private investments. Malaysia is not cheap on PE or PB. Fundamentals aren’t impressive, slightly below Asia ex Japan, but decent dividend yield.

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Singapore Is Relatively Cheap, but Only Moderately Attractive

By Become a Better Investor | Apr 11, 2018

Singapore has moderate GDP growth, driven by the private sector. Singapore’s 2018CE* 13.9x PE is in line with Asia ex Japan and below ASEAN. EPS growth is in line with Asia ex Japan for 2018CE* but above ASEAN.

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Indonesia Has the Highest Profitability in Asia

By Become a Better Investor | Apr 10, 2018

Indonesia has good GDP growth, driven mainly by private consumption and secondly investments. Indonesia has the highest ROE in Asia. This is also reflected in the valuation, Indonesia’s 2018CE* 2.9x PB is the highest in Asia ex Japan.

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VMC: If I Pass the CFA Exam Will I Get Higher Pay?

By Andrew Stotz | Apr 9, 2018
#ValuationMasterClass

The CFA exams are favored as one of the top financial services qualifications to achieve—across the world. A common misconception is held though that simply passing the exams will help you get higher pay.

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As Good as Gold

By Become a Better Investor | Apr 6, 2018
Top 5 of the Week of April 2 - Become a #betterinvestor

In our Top 5 this week, we see if there’s money in gold assets, debate the ironies of luck and risk, and build our attention muscle up against cognitive biases. All this and more…

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New Solar Projects in Japan to Drive Growth

By Become a Better Investor | Apr 5, 2018

SPCG Public Company Limited is a Thai solar farm and roof developer and a solar power generator. In the past 12 months, SPCG ranked among the top 30 of 150 medium-sized Utilities globally.

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Diversified Thai Conglomerate with Presence across ASEAN

By Become a Better Investor | Apr 4, 2018

Siam Cement Public Company Limited has three strategic business units and plants in Thailand, Cambodia, Vietnam, Indonesia, Myanmar, China and Laos. Profitable Growth has been good in recent years, ranked between #2 and #3 since 2013.

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Thailand Appears Most Attractive in Asia

By Become a Better Investor | Apr 3, 2018

GDP growth in Thailand is moderate, driven by investments. The Thai market trades slightly above Asia ex Japan and in line with ASEAN markets at 2018CE* 15.6x PE. Overall, Thailand appears most attractive in Asia.

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VMC: What to Expect on the CFA Level 1 Exam

By Andrew Stotz | Apr 2, 2018
#ValuationMasterClass

Becoming a Chartered Financial Analyst (CFA) is now one of the most popular career choices in the investment world. The advantages of joining the CFA program lie in acquiring specific investment-related experience for a reasonably low cost. On average though, the self-study course requires a commitment of around 4 years and 1,000 hours of study.

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What the Dumb Money Can Teach Us

By Become a Better Investor | Mar 30, 2018
Top 5 of the Week of March 26 - Become a #betterinvestor

In our Top 5 this week, we learn how to curb our investing expectations, deal with risk, and uncover what dumb money can teach. All this and more…

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