Chart of the Day: Thailand is second most attractive in Asia, moderate to attractive on all FVMR elements. Malaysia appears to be a less attractive, low ROE of 9.7% and high PE of 16.3x.
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Chart of the Day: Over 13 years Inflation contributed 32% of 171% market return. Book value growth contributed 33%. Dividends contributed 19%. The Dream Factor contributed 16%.
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Chart of the Day: Stock returns are driven by four main factors. US companies have had almost no growth in book value over the last three years. The “Dream Factor” has been rising as investors push up valuation.
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In our Top 5 this week, we examine what drives the market up and down, ask how expensive stocks are, and look at the power of collective knowledge. All this and more…
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Chart of the Day: US dollar rally in late 90s and early 2000s was not driven by rising rates. Recent dollar rally not interest rate driven. Dollar strength may be more driven by the risk levels in the rest of the world.
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BFM 89.9 – S&M Show: After the Trump Bump in the US and the ensuing currency turmoil in the rest of the world, is it now the emerging markets’ turn for some investor love?
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BFM 89.9 – Ringgit and Sense: While passiveness makes big waves in the investing world, there’s still a chance for those who want to take investing into their own hands to learn how.
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You are your own worst enemy when it comes to investing. You can either decide to let someone else do it for you or create a solid investment framework to improve your chances of investment success.
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Chart of the Day: Should you be buying stocks? Follow these questions to assess your situation.
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