China is more indebted than the US. The US middle class is shrinking. US housing is becoming increasingly unaffordable. The most hated rally ever?. Gold has rebounded.
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Thaifoods Group Public Company Limited (TFG TB): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.
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Venture Corporation Limited (VMS SP): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 620 large Info Tech companies worldwide.
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PharmaEssentia Corporation (6446 TT): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 310 medium Health Care companies worldwide.
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MeiHua Holdings Group Company Limited (600873 SH): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.
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APAC ex JP, CN equity, and Gold outperformed. Performance review of our strategies in October 2025 – All Weather Inflation Guard gained 1.3%, All Weather Strategy gained 2.9%, All Weather Alpha Focus lost 1.0%.
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60% of stock markets have reached ATH. High market concentration has been bad. Emerging markets benefit from a weak US$. Oracle’s default risk surges. High-investment companies underperform.
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PT Bukalapak.com Tbk (BUKA IJ): Profitable Growth rank of 6 was down compared to the prior period’s 5th rank. This is below average performance compared to 790 medium Cons. Disc. companies worldwide.
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Siam Cement Public Company Limited (SCC TB): Profitable Growth rank of 4 was up compared to the prior period’s 9th rank. This is above average performance compared to 740 large Materials companies worldwide.
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Fangda Special Steel Technology Company Limited (600507 SH): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 910 large Cons. Disc. companies worldwide.
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