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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In our Top 5 this week, we uncover a stockpicker’s most dangerous trap, examine how we should be using financial advisors, and reveal what the best investors do. All this and more…
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Chart of the Day: In September 2017, US Government debt passed US$20trn. Annual 2009-13 average US$1trn deficit spending added nearly US$5trn. Interest is US$449bn/year, debt is US$62,200/person.
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Chart of the Day: Emerging Asia has had the highest revenue growth in the past 12 months, as well as the best price performance in the past 6 months. Emerging Europe had the poorest revenue growth.
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Chart of the Day: Indonesian banks have almost double net interest margin versus the Philippines that has the second highest. This is partially due to higher interest rate levels in Indonesia.
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The overall Indian market trades above the world on 2017 PE and PB. The Materials sector appears cheap on PEG and has strong price and earnings momentum.
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In our Top 5 this week, we examine alternative investments, explore short-term momentum and long-term reversals, and ask if Warren Buffett has killed value investing? All this and more…
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