This post focuses on market basics of five select markets in Asia: India, Pakistan, Philippines, Thailand, and Vietnam.
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China has the largest labor force, however, India, Pakistan, and the Philippines have a large share of young dependents to join the labor force in the future. Thailand and Vietnam are getting old, but not rich.
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This post focuses on economic and population basics of five select markets in Asia: India, Pakistan, Philippines, Thailand, and Vietnam.
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Chart of the Day: In the past 12 months, the Philippines and China have seen double-digit net loan growth. Only Malaysian banks have seen a decrease in net loans.
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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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