In our Top 5 this week, we examine Peter Cathcart Wason’s confirmation bias research, discuss the effect of ETFs on stocks, and learn a lesson from John Maynard Keynes. All this and more…
Read MoreOverall, The Philippines is moderately attractive in Asia considering all our four elements: Fundamentals, Valuation, Momentum, and Risk. It remains expensive on a PE basis, especially considering the relatively slow EPS growth
Read MoreDouble-Digit Growth by Michael Treacy: Growth initiates a virtuous circle, it leads to more growth. Faster growth attracts the attention of stock market investors, who will pay more for the stock.
Read MoreOverall, China is experiencing fast GDP growth with all pillars contributing to GDP growth, and private consumption contributing the most. China has good price momentum and high expected EPS growth.
Read MoreOverall, Thailand has moderate GDP growth with an economy mainly driven by private consumption. Overall, Thailand is moderately attractive considering all our four elements: Fundamentals, Valuation, Momentum, and Risk.
Read MoreIn our Top 5 this week, we examine why waiting for market crashes is a bad idea, look at constructing investment traps, and discover when ‘less is more’ in investing. All this and more…
Read MorePictures from How to Value Any Company in the World for CFA Hong Kong on 8 June 2017.
Read MoreChart of the Day: 47,383 stock exchange-listed companies in the world; 32,962 in top 10 countries. India, China, and Korea are the emerging countries that contribute the most.
Read MoreChart of the Day: There are 47 major stock exchanges in the world. Seven are in the Americas, 14 are in Asia Pacific, 26 are in Europe, Middle East, & Africa.
Read MoreChart of the Day: Asia maintains relatively low debt levels. Thailand has high ROE within Asia, partially supported by relatively high debt.
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