Global Sectors FVMR Snapshot: “The world sectors in your hand—every week.” See the latest on fundamentals, valuation, momentum, and risk for the global sectors.Read More
Global Equity FVMR Snapshot: “The world markets in your hand—every week.” See the latest on fundamentals, valuation, momentum, and risk for the global equity markets.Read More
The GDP in Korea is driven by private consumption and investment. The earnings growth outlook is slow after a rebound in 2015. Korea’s ROE is weak at less than 10%. Valuations are below book value and there is great price and earnings momentum.Read More
In many stock markets around the world there are legislation and/or listing rules that ensure some level of shareholder protection and corporate governance. In Asia this is not always the case and the level of corporate governance varies considerably between countries.
In this research we consider the state of corporate governance in Asia and give some thoughts on how to analyze the corporate governance of a company in a location where there are no corporate governance code or reports.Read More
The GDP in India is driven by private consumption. India has the highest earnings growth in Asia and strong profitability. Looking at our FVMR, India is relatively attractive in Asia and is mainly driven by strong fundamentals.Read More
This week, we cover how to invest in both risky and emerging markets, learn where the sweet spot is in bond investing, and find out if you’re a five day or five year kind of investor. All this and more…Read More
The GDP in Hong Kong is driven by private consumption and exports. Hong Kong has the lowest ROE in Asia, but offers the third highest dividend yield. Looking at our FVMR, Hong Kong is currently least attractive in Asia.Read More
Twenty years ago I co-founded a coffee roasting factory in Bangkok, Thailand while I was head of research at an investment bank in Bangkok. I learned more about investing and valuing businesses from that experience than I ever learned from all my studies of finance, including my CFA exams.
The most valuable thing I learned is that you get the most from employees when they love their jobs and respect their teammates and the people they work for.Read More
As well as a guide for how to get investing in the Internet of Things world, we also look at the impact Brexit may have on our economic future and our investment portfolios; all this and more in our Top 5 of the Week…Read More
With the world watching the outcome of the UK’s EU Referendum vote our Top 5 is about market forecasting and predictions, Brexit not being the only investment concern on the horizon, and risky wealth management assumptions. All this and more…Read More