In our Top 5 this week, we discuss the future of active management, compare the same side of two coins, and examine the intangible nature of risk. All this and more…
Read MoreHow to Become Financially World Class, Part 5: Results at the top of the triangle are explained by the two items below. Profitable Growth is explained by the company’s rank against global peers on six different measures in total.
Read MoreHow to Become Financially World Class, Part 4: Compare to your nearest competitor? To other competitors in your country? To other companies in your region? To assure you are truly Financially World Class compare to global peers.
Read MoreHow to Become Financially World Class, Part 3: Why does Profitable Growth matter? We did a study to find out! High “Profitable Growth” companies generated 10X market return over the past 20 years.
Read MoreHow to Become Financially World Class, Part 2: What’s most important for a business, high profitability or fast growth? Extremely high Profitability reduces growth. Extremely high Growth reduces profitability.
Read MoreHow to Become Financially World Class, Part 1: There are three core barriers to becoming Financially World Class. World Class Benchmarking was designed to overcome these barriers and take the finances of your company from complicated to simple, from scattered to focused, and from individual to team.
Read MoreIn our Top 5 this week, we consider risk, return, and time, look at reducing our stock market exposure, and why active managers should be more inactive. All this and more…
Read MoreOverall, Hong Kong is the second least attractive in Asia. EPS saw a slight recovery in 2016, but for 2017-2018CE* EPS growth is below the Asian average.
Read MoreGDP growth in Thailand is moderate, driven by investments and private consumption. Analysts’ expect 2017-2019 EPS growth to be below the Asia ex Japan benchmark, however, dividend yield is expected to stay above Asia ex Japan.
Read MoreGDP in India still grow the fastest in Asia, beat the Philippines by a whisker. Consensus estimates have India as most expensive in Asia on price-to-book, but India also had the second highest return on equity in the past 12 months.
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