We can see an ROE of about 13% across the world and a very impressive 16% ROE in the U.S. We can see about a 2x PB for the world versus almost a 3x for the U.S.
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Foreign Investors’ View of the Thai Stock Market | Money Talk@SET: Dr. Paiboon, Dr. Niwes aka Thailand’s Warren Buffet, Dr. Andrew Stotz and others discuss the topic.
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In our Top 5 this week, we look at bull market speculations, discuss the disadvantages of being an elite investor, and discover how optimism wins out. All this and more…
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Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Bangladesh in Dhaka on 20 April 2017.
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Global Equity FVMR Snapshot: Right now, the PE for the emerging markets is about 12x and PE for the developed markets is about 17x. Developed markets are a little bit more expensive.
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Chart of the Day: Looking at 500 non-financial companies in Asia. Considering the relatively low percent and relatively low cost of debt, cost of equity is the significant component of WACC.
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Andrew was interviewed by ETNOW on global markets and Asian equity markets in particular. Parts of the interview was transcribed and published by The Economic Times.
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Chart of the Day: EU holds the largest share of the world trade. Leaving the EU, UK would become 3% of the world trade, rather than being part of the largest block.
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Chart of the Day: China has the largest labor force, but India has more young people about to join. Japan has the largest percentage of old folks. Youth in the labor force will drive consumption growth throughout most of Asia.
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Pictures from Become a Great Presenter and Increase Your Influence for CFA in Pune, India on 15 April 2017.
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