Earnings growth and profitability in India are significantly higher than that in both Asia and the World as a whole. However, the Indian business community operates with higher balance sheet risk, as debt is somewhat higher in the majority of Indian sectors compared to the global average.
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India’s ROE is expected at 16% in 2017, well above the World average. Consumer Staples is the most profitable sector by far, with an ROE of 34%! However, it’s the most expensive sector in India even when taking the high ROE into account.
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In our Top 5 this week, we look at the influence of historical data, the power of brutal honesty, and the difference between investing and speculation. All this and more…
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Overall, Thailand is the second most attractive market in Asia and GDP growth is mainly driven by exports. Investment is, however, a drag on GDP growth.
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Analysts have had positive recommendations on Thailand for 5 years now, and it’s currently a “buy” in Asia.
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Overall, the Taiwanese economy has been growing fairly slowly. Exports and investment are dragging on growth in private consumption. Taiwan’s forward-looking dividend yield is the highest in Asia.
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Analyst recommendations have gradually improved over the past five years, and now Indonesia is on the verge of a “buy” recommendation.
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In our first Top 5 of the new year, we check out winning funds that are actually losers, the underrated threat of tactical investing, and the real enemy of bonds. All this and more…
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Unlike most of its peers in Asia, who are often led by private consumption, the Singapore economy is driven by net exports. Singapore has a cheap valuation as a whole due to relatively weak fundamentals.
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High growth remains a feature of The Philippines’ economy, however, strong private consumption and investment have been greatly reduced by a severe trade deficit. The country has the highest valuation in Asia.
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