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As Cheap as It Is, Singapore Fails to Draw Interest

By Become a Better Investor | Nov 22, 2017

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 Yields Put Rest of Asia to Shame

By Become a Better Investor | Nov 21, 2017

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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Profits Beckon in the Emerald of the Equator

By Become a Better Investor | Nov 20, 2017

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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Move Over Black Swans, the Gray Rhino Is Trampling Through

By Become a Better Investor | Nov 17, 2017
Top 5 of the Week of November 13- Become a #betterinvestor

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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Korea Continues to Be the Most Attractive Market in Asia

By Become a Better Investor | Nov 16, 2017

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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Info Tech Leads Asian Earnings Growth

By Andrew Stotz | Nov 15, 2017

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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US Trades at a 40% Premium to Asia Ex Japan, but EPS Growth Is Less Than Half

By Andrew Stotz | Nov 14, 2017

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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China Market Is Full of Large and Liquid Stocks

By Andrew Stotz | Nov 13, 2017

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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Same, Same But Different

By Become a Better Investor | Nov 10, 2017
Top 5 of the Week of November 6- Become a #betterinvestor

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…

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How to Read the World Class Benchmarking Triangle (5 of 5)

By A. Stotz Investment Research | Nov 10, 2017

How 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.

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