We kick off this week’s Top 5 with a look at a performance chart of different asset classes over the past 10 years, and we let you in on a secret; that our foremost finance academics do not reap the benefits of the index investing they sow around us…
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Thailand Equity FVMR Snapshot: “Thailand in your hand—every week.” This product is a weekly update on the Thai markets. It’s a one-page document that covers the way we invest, which is based on fundamentals, valuation, momentum, and risk—FVMR. Get this proprietary information in your inbox every Monday and you’ll always be up to speed on Thai equity.
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My recent time in Korea refreshed my mind about the beauty of Asia—the contrasts. Being a financial analyst at heart, I was searching for answers to questions, such as: Why has the Korean stock market been so cheap, for so long? Is this going to reverse (Providing a great buying opportunity)? My short answer: Small changes are coming, but don’t expect the structure of society to change; and, like the Thai smile, expect the “Korea Discount” to remain for the near future.
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Despite last week’s Bloomberg data, many are still asking if we are in a bear market? Check out our top 5 articles this week for the answer
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When the markets seem a bit more uncertain than usual, and you are bombarded on all sides with cascades of information about what’s going to happen next; it is important to trust yourself and your own judgment. To achieve this means that you must know yourself; as Benjamin Graham said, “The investor’s chief problem—and even his worst enemy—is likely to be himself.”
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Global equities entered a bear market last week according to Bloomberg data. Fearmongers building a “Tower of Babel” continue to predict the worse, so Babinow collected some alternative perspectives for you.
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This A. Stotz academic-style research focus on trying to understand the impact of being out of the Korean market on either the best or the worst days. We also look at clustering trying to figure out why you would be out of the market on those days. Missing only The 10 Best or Worst Days can have huge impact on your terminal wealth.
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Korea Equity FVMR Snapshot: “Korea in your hand—every week.” This product is a weekly update on the Korean markets. It’s a one-page document that covers the way we invest, which is based on fundamentals, valuation, momentum, and risk: what we call “FVMR”. Get this proprietary information in your inbox every Monday and you’ll always be up to speed on Korean equity.
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In the trade-off between simplicity and precision, I choose simplicity. I have more than 20 years of experience in the financial industry. First as an analyst, then as Head of Research. Over those decades, my thoughts on the trade-off between simplicity and precision have, to put it mildly, evolved. These days I love to keep it simple!
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China Equity FVMR Snapshot: “China in your hand—every week.” This product is a weekly update on the Chinese markets, including companies listed as A-, B-, and H-shares. It’s a one-page document that covers the way we invest, which is based on fundamentals, valuation, momentum, and risk: what we call “FVMR”. Get this proprietary information in your inbox every Monday and you’ll always be up to speed on Chinese equity.
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