Chart of the Day: US has only had deflation in 2% of months since 1964. First, following the Global Financial Crisis and the second period of deflation followed the oil price drop that began in late 2014.
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Chart of the Day: Japan’s economy recovered and boomed after WWII until the early 1990s. It was during part of this boom that the country experienced its high-inflation periods. Japan shows that long-term deflation is bad for stock market returns.
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Chart of the Day: Philippines had the highest gearing and the only country above 100%. Taiwan’s low gearing is partly explained by about 50% of total market cap is Info Tech companies, which usually have much cash.
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Chart of the Day: Indonesia is most expensive on PB in Asia, followed by India. They also have the highest ROE. China A trades below the World but offers ROE that is in line.
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Live Event: During the week of February 12, Andrew Stotz will have five events in Bangkok. All events are free to attend and we invite you to join us!
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In our Top 5 this week, we look at who is behind the demise of active investing, reveal how pension funds generate returns, and imagine the next bear market. All this and more…
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Chart of the Day: Hong Kong has the highest net margin, but lowest efficiency. Taiwan has the highest efficiency, but thin net margin. Thailand and Indonesia are strong on both.
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Are we really putting investors first? Through the story of my family, you’ll learn the 10 parts of the CFA Institute Statement of Investor Rights. Care for clients as you would your mother.
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Chart of the Day: China has had the highest revenue growth, but price performance was below the World. In the past 6 months, Thailand and Japan saw the highest price change.
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Chart of the Day: Korea trades at low PE and is expected to see earnings growth in line with the World in 2018. The Philippines is expensive, trading above the US. Korea, China A, and India all trade at PEG ratios below 1.
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