Overall, Taiwan is experiencing slow GDP growth. Earnings growth has been poor, but on the positive side Taiwan has the highest dividend yield in Asia.
Read MoreWhat would be the reason for someone to think that a Valeant Pharmaceuticals share is still worth US$200? There may be many reasons for sure, but one of them is bound to be that the investor first bought the share at US$200 and, therefore, has anchored themselves to that price as the share’s value.
Read MorePictures from How to Start Building Your Wealth in the Stock Market for CFA in Shenzhen, China on 17 June 2017.
Read MorePictures from FVMR Investing – Quantamental Investing Across the World for CFA Indonesia in Guangzhou, China on 16 June 2017.
Read MoreIn 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…
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