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Learning that drives better investment decisions

Thailand Is Second Most Attractive in Asia

By Become a Better Investor | Jan 12, 2017

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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Thailand Still a ‘Buy’ in Asia

By Become a Better Investor | Jan 11, 2017

Analysts have had positive recommendations on Thailand for 5 years now, and it’s currently a “buy” in Asia.

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Taiwan’s High-Risk, High-Yield Market

By Become a Better Investor | Jan 10, 2017

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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Steady Momentum Could Soon Make Indonesia a ‘Buy’

By Become a Better Investor | Jan 9, 2017

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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One Portfolio Does Not Fit All

By Become a Better Investor | Jan 6, 2017
Top 5 of the Week of January 2nd - Become a #betterinvestor

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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Singapore, a Heavy Exporter at a Low Multiple

By Become a Better Investor | Jan 6, 2017

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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The Philippines: Falling from Grace

By Become a Better Investor | Jan 5, 2017

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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Lower Your Risk in Malaysia

By Become a Better Investor | Jan 4, 2017

Malaysia’s economy is growing relatively quickly at 4.25% in the third quarter but has slowed down slightly from the 4.59% rate in the second quarter of 2016. Overall, Malaysia is moderately attractive in Asia.

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Analysts Less Negative on China Heading into 2017

By Become a Better Investor | Jan 3, 2017

Watching the Street is our analysis of analyst consensus. Analysts have turned more optimistic on China after having the weakest recommendation in Asia 2014-15.

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Heading into 2017, China Remains Unattractive

By Become a Better Investor | Jan 2, 2017

The market appears to have returned to double-digit EPS growth this year, after earnings fell in 2014 and 2015. Yet stocks remain the second most expensive in Asia at 16x PE expected in 2017.

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