Double-Digit Growth by Michael Treacy: Growth initiates a virtuous circle, it leads to more growth. Faster growth attracts the attention of stock market investors, who will pay more for the stock.
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Overall, China is experiencing fast GDP growth with all pillars contributing to GDP growth, and private consumption contributing the most. China has good price momentum and high expected EPS growth.
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Overall, Thailand has moderate GDP growth with an economy mainly driven by private consumption. Overall, Thailand is moderately attractive considering all our four elements: Fundamentals, Valuation, Momentum, and Risk.
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In our Top 5 this week, we examine why waiting for market crashes is a bad idea, look at constructing investment traps, and discover when ‘less is more’ in investing. All this and more…
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Chart of the Day: 47,383 stock exchange-listed companies in the world; 32,962 in top 10 countries. India, China, and Korea are the emerging countries that contribute the most.
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Chart of the Day: There are 47 major stock exchanges in the world. Seven are in the Americas, 14 are in Asia Pacific, 26 are in Europe, Middle East, & Africa.
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Chart of the Day: Asia maintains relatively low debt levels. Thailand has high ROE within Asia, partially supported by relatively high debt.
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Good Strategy Bad Strategy: The Difference and Why it Matters by Richard P. Rumelt is a small book that you can read in a few hours. It’s clear and simple, real world, and honest.
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Analysts have had positive recommendations on Thailand for 5 years now, and it’s currently a “buy” in Asia. Although, growth estimates are the lowest they’ve been in five years.
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