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Learning that drives better investment decisions

WACC in Asia: Cost of Equity Matters Most

By Andrew Stotz | Apr 19, 2017

Chart of the Day: Looking at 500 non-financial companies in Asia. Considering the relatively low percent and relatively low cost of debt, cost of equity is the significant component of WACC.

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US Is Headed for a Fall, Asia Is Not Expensive and Growing

By Become a Better Investor | Apr 18, 2017

Andrew was interviewed by ETNOW on global markets and Asian equity markets in particular. Parts of the interview was transcribed and published by The Economic Times.

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Brexit: EU Without UK Moves to Second from First in World Trade

By Andrew Stotz | Apr 18, 2017

Chart of the Day: EU holds the largest share of the world trade. Leaving the EU, UK would become 3% of the world trade, rather than being part of the largest block.

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Youth Have Been Driving China; Soon Will Drive India, Indonesia, Pakistan, and Philippines

By Andrew Stotz | Apr 17, 2017
Youth Have Been Driving #China; Soon Will Drive India, Indonesia, Pakistan, and Philippines

Chart of the Day: China has the largest labor force, but India has more young people about to join. Japan has the largest percentage of old folks. Youth in the labor force will drive consumption growth throughout most of Asia.

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Become a Great Presenter and Increase Your Influence for CFA Pune, India

By Become a Better Investor | Apr 15, 2017

Pictures from Become a Great Presenter and Increase Your Influence for CFA in Pune, India on 15 April 2017.

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The Other Side of the Index Fund Coin

By Become a Better Investor | Apr 14, 2017
Top 5 of the Week of April 10 - Become a #betterinvestor

In our Top 5 this week, we reveal consequences of the new fiduciary rule, play devil’s advocate for index funds, and look at what real financial headlines would say. All this and more…

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FVMR Investing – Quantamental Investing Across the World for CFA India

By Become a Better Investor | Apr 13, 2017

Pictures from FVMR Investing – Quantamental Investing Across the World for CFA India in Mumbai on 13 April 2017.

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SM Prime Holdings Inc. – Fan Request

By Become a Better Investor | Apr 13, 2017

Philippines on Demand: A fan requested to see the World Class Benchmarking of SM Prime Holdings Inc., so here it is. Profitable Growth has been in the top 3 since 2012, driven by a strong profit margin.

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Room for Growth – Only 5% of Population in Asia Has GDP Per Capita Over US$10,000

By Andrew Stotz | Apr 12, 2017

Chart of the Day: Singapore and Hong Kong have the highest per capita GDP. China’s per capita GDP is impressive given the size of the population. India could expand per capita GDP for decades if helped by gov’t policy.

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1% Population Growth in Asia, India Growing 2x China

By Andrew Stotz | Apr 11, 2017

Chart of the Day: India growing 2x China. Above average growth in Afghanistan, Pakistan, and the Philippines. Korea, Thailand, and Taiwan have the slowest growth. In Japan, the population is shrinking.

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