In this Academic-Style Research we tested three-month price momentum on a global universe. We then tested to combine Fundamentals, Valuation, and Momentum.
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In our Top 5 this week, we check out complacency in today’s bull market, search for the Holy Grail of active mutual fund investing, and discover the lure of pessimism. All this and more…
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In this Academic-Style Research we tested a valuation factor, low PE, on a global universe. We then tested to combine this factor with a Fundamental factor, high improvement in asset turnover.
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Return-on-equity is still the highest among its Asian neighbors, and the nation’s GDP is growing at a healthy 5% clip thanks to private consumption and investment.
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Overall the GDP growth in Hong Kong is slow. Hong Kong is least attractive in Asia. Consensus estimates for 2017-2018 earnings growth sit below the Asian average.
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The consensus EPS growth estimate in Korea for 2017 is a massive 40%, an attractive data point to be sure. Some investors may, however, take a wait-and-see approach to the new political establishment.
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In our Top 5 this week, we look at the driving factor behind investing success and failure, uncover unsung investing heroes, and ask if we should worry about ETFs. All this and more…
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Malaysia’s GDP made a run for it in the first quarter of 2017, clocking in at 5.6%—a rate not seen since the first quarter of 2015. Overall, Malaysia is relatively unattractive in Asia, considering all our four elements: Fundamentals, Valuation, Momentum, and Risk.
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Overall, Singapore is experiencing slow GDP growth. The market trades cheap, but worst momentum in Asia due to poor earnings growth and price momentum.
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Overall, Taiwan is experiencing slow GDP growth. Earnings growth has been poor, but on the positive side Taiwan has the highest dividend yield in Asia.
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