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India, Philippines, Thailand, and Vietnam Equity FVMR Snapshots

By Andrew Stotz | Oct 12, 2017

Equity FVMR Snapshots of 4 select Asian markets: India, the Philippines, Thailand, and Vietnam. Let Andrew Stotz guide you through how to read this one-page document that you can get updated in your inbox every Monday for free.

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India Appears Expensive, Pakistan Has Strong Fundamentals

By Andrew Stotz | Oct 12, 2017

FVMR details of 5 select Asian markets: India appears expensive and poor momentum, Pakistan has strong fundamentals, the Philippines is unattractive, Thailand is neutral, and Vietnam looks attractive.

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Vietnam and Pakistan Are the Fundamental Stars

By Andrew Stotz | Oct 11, 2017

FVMR review of 5 select Asian markets: Vietnam and Pakistan both have high net profit margin and asset turnover. The Philippines has high net margin, but lowest asset turnover.

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Top 3 Sectors Account for 60% of Market Cap in Philippines, Pakistan, and Vietnam

By Andrew Stotz | Oct 11, 2017

This post focuses on market basics of five select markets in Asia: India, Pakistan, Philippines, Thailand, and Vietnam.

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Youth Will Soon Drive India, Indonesia, Pakistan, and the Philippines

By Andrew Stotz | Oct 10, 2017

China has the largest labor force, however, India, Pakistan, and the Philippines have a large share of young dependents to join the labor force in the future. Thailand and Vietnam are getting old, but not rich.

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Massive Half a Billion Person Labor Force in India

By Andrew Stotz | Oct 10, 2017

This post focuses on economic and population basics of five select markets in Asia: India, Pakistan, Philippines, Thailand, and Vietnam.

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Philippine and Chinese Banks Have Seen Double-Digit Loan Growth

By Andrew Stotz | Oct 9, 2017
Philippine and Chinese #Banks Have Seen Double-Digit Loan Growth

Chart of the Day: In the past 12 months, the Philippines and China have seen double-digit net loan growth. Only Malaysian banks have seen a decrease in net loans.

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Investing: Survival of the Rational

By Become a Better Investor | Oct 6, 2017
Top 5 of the Week of October 2 - Become a #betterinvestor

In our Top 5 this week, we explore Warren Buffett’s Dow 1 million prediction, look at investing approaches in a low-return market, and examine why private equity managers should be worried. All this and more…

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Emerging Asia Offers Cheap Valuation and Strong Earnings Growth

By Andrew Stotz | Oct 5, 2017

Chart of the Day: Emerging Asia offers the highest EPS growth and a relatively cheap valuation. Developed Pacific, which includes Hong Kong and Singapore, offers the second highest growth and attractive valuation as well.

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US, China, Japan, and UK Are the Four Largest Markets in the World

By Andrew Stotz | Oct 4, 2017
US, China, Japan, and UK Are the Four Largest #Markets in the World

Chart of the Day: In 2016, the four largest stock markets accounted for 63% of the world market capitalization. 2017YTD the market cap in these four stock markets have seen double-digit growth.

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