Chart of the Day: India is most expensive on PB in Asia, followed by Indonesia. However, Indonesia has higher ROE. Taiwan trades below the World PB but its ROE is slightly above.
Read More
In our Top 5 this week, we discuss the “market is technically overbought” narrative, examine the hedonic treadmill, and weigh up intellect over critical thinking. All this and more…
Read More
Overall, China appears attractive in Asia considering Fundamentals, Valuation, Momentum, and Risk. Main attractiveness is its strong price and earnings momentum.
Read More
Vietnam Equity FVMR Snapshot: The two consumer sectors have the highest ROE in Vietnam at 27-28%. Consumer Staples just offers a slightly higher ROE compared to Consumer Discretionary but trades at a much higher PB.
Read More
Chart of the Day: We separated financial companies from non-financial companies in Asia ex Japan. Return has been pretty much the same. Volatility was slightly higher for Financials, and it was highly correlated.
Read More
Chart of the Day: Emerging Europe has been strong in the past 12 months in terms of net margin. Developed Americas has been strongest in terms of asset turnover.
Read More
In our Top 5 this week, we discover why value investors should look at startups, which market myths affect investors, and who the activist investors of the today are. All this and more…
Read More
Chart of the Day: Merchandise export was slow for the past three years. In 6M17, Asia ex Japan booked a very high growth at 40% YoY vs the World of 9.5%.
Read More
Chart of the Day: Global merchandise exports at US$250bn, Asia ex Japan contributes 61% of world value. Merchandise exports are retail goods exported to foreign markets.
Read More
Philippines on Demand: A fan requested to see the World Class Benchmarking of Semirara Mining & Power Corp., so here it is. Profitable Growth has been World Class since 2013, driven by a very high Profit margin.
Read MoreAS SEEN ON:
