During my recent trip to China, I explored the topic of the Chinese stock market, which appears cheap at a 13x price-to-earnings (PE) ratio. However, this is distorted by a very low PE financial sector that is a third of overall stock market value. While visiting Hefei, Anhui province a friend took me to a noodle shop in. The owner of the shop had asked my friend if he knew anything about investing because he had lost a lot of money in the stock market.
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Sweden Equity FVMR Snapshot: “Sweden in your hand—every week.” This product is a weekly update on the Swedish 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 Swedish equity.
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Traditional financial theory assumes that investors are rational and utility maximizing. In this post I will ask you to choose between different bets and based on that alone, I can tell you more about just how rational you are and the rationality concept behind financial theory.
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We hope you’ve all recovered from any St Patrick’s Day celebrations this week and to pique your financial interests, we have a variety of articles on offer this week to whet your weekend investment appetite.
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I can remember within the first few months sitting down with my boss and telling him I want to be the number one analyst in Thailand. Year after year there were rankings of analysts by fund managers. My name never appeared for many years. But over time, my name started to appear, unfortunately at the bottom of the list.
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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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