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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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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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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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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In our Top 5 this week, we discuss the vital skills you need for business and success, look at lessons in behavioral finance, and examine the latest investing trend. All this and more…
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Overall, Indonesia is seeing positive growth, and all pillars are contributing to GDP growth. Like most economies, Indonesia’s economy is mainly driven by private consumption and investment. Analysts expect Indonesia to deliver the highest ROE in Asia in 2017 at 16.1%.
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India hasn’t been a “buy” in Asia for the past 5 years. But recently, analysts have moved it from “sell” to “neutral”.
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Normally used to sitting in China’s shadow, India has recently surpassed its cousin to become the fastest growing economy in Asia. This is mainly the result of heavy private consumption, but government consumption growth has also helped.
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