In our Top 5 this week, we check out the Bitcoin craze, discover if U.S. Treasury bonds are as unattractive as they seem, and compare factors and characteristics. All this and more…
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At 6.6%, The Philippines has the second fastest GDP growth in Asia (only India’s is faster). Overall, it’s a moderately attractive market in Asia. The Philippines totes the highest valuation in Asia on a price-to-earnings basis at 21x in 2017CE*.
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Singapore’s GDP has been growing at a slow pace of late, 2.4% over the last four quarters. The market remains relatively cheap, considering its price-to-earnings ratio relative to Asia. Its PE is expected to sit below 15x for the year.
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Taiwan’s GDP has been growing at a slow pace of late, 2.4% in the most recent quarter. Private consumption and investment have been the main contributors to GDP growth, but exports have put a slight drag on overall growth. Dividend yield remains the highest in Asia.
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Indonesia’s GDP has been growing at a rapid pace, 5% over the past year. Private consumption and investment have been the main contributors to GDP growth, while government consumption has been slightly reduced, despite the government’s big plans for infrastructure and energy investments over the next five years.
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In our Top 5 this week, we discover the gray rhinos we all face, look at overcoming overconfidence bias, and examine the state of world debt. All this and more…
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Overall, Korea is the most attractive in Asia, driven by massive earnings growth and good price momentum. The “Korea discount” also remains, the market is still cheapest in Asia.
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Chart of the Day: Info Tech is expected to grow the fastest in Asia, might be harder for US Tech giants to grow at 50%. Real Estate and Consumer Discretionary are contracting in the US but not in Asia.
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Chart of the Day: In 2015, US traded at 1.4x the Asia ex Japan PE, it narrowed to 1.25x in 2016, and then back to 1.4x in 2017. Analysts expect this 40% PE premium for US to persist in 2018-2019, do YOU?
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Chart of the Day: A review of the top 900 largest and most liquid companies in China. Even the group with zero coverage has an average USD2bn market cap and USD26m ADTO.
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