In our Top 5 this week, we explore Warren Buffett’s Dow 1 million prediction, look at investing approaches in a low-return market, and examine why private equity managers should be worried. All this and more…
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Chart of the Day: Emerging Asia offers the highest EPS growth and a relatively cheap valuation. Developed Pacific, which includes Hong Kong and Singapore, offers the second highest growth and attractive valuation as well.
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Chart of the Day: In 2016, the four largest stock markets accounted for 63% of the world market capitalization. 2017YTD the market cap in these four stock markets have seen double-digit growth.
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Chart of the Day: Of the last three stock market rallies, this is the longest at 103 months. US CAPE moved from 13x to darn expensive at 30x. Rally was partially fuelled by near-zero interest rates.
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Chart of the Day: Korea tops the list driven by cheap valuation and good price and earnings momentum, followed by China. Thailand has moved to attractive due to low volatility and moderately attractive fundamentals and valuation.
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In our Top 5 this week, take a dive into machine learning, look at the value in value factors, and discuss why markets are hard. All this and more…
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Chart of the Day: Negative correlation, if the US Dollar Index falls, most asset classes should rise. Emerging Markets stocks have the most negative correlation; should perform the strongest if US Dollar continues to fall.
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Chart of the Day: The US dollar has weakened year-to-date against all currencies as well as against all Asian currencies. Investing in US assets could hit twice as hard with loss in value of asset and loss in value of US dollar.
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Chart of the Day: In 2012, earnings rebounded following the flood in 2011. Year-to-date, Thai non-financials grew earnings faster than the global average and Asia has been flat.
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Chart of the Day: Hong Kong has the highest net margin, but lowest efficiency. Taiwan has the highest efficiency, but relatively thin net margin. Thailand is alone in Asia to be above the world on both measures.
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