The GDP in Korea is driven by private consumption and investment. The earnings growth outlook is slow after a rebound in 2015. Korea’s ROE is weak at less than 10%. Valuations are below book value and there is great price and earnings momentum.
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In many stock markets around the world there are legislation and/or listing rules that ensure some level of shareholder protection and corporate governance. In Asia this is not always the case and the level of corporate governance varies considerably between countries.
In this research we consider the state of corporate governance in Asia and give some thoughts on how to analyze the corporate governance of a company in a location where there are no corporate governance code or reports.
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The GDP in India is driven by private consumption. India has the highest earnings growth in Asia and strong profitability. Looking at our FVMR, India is relatively attractive in Asia and is mainly driven by strong fundamentals.
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This week, we cover how to invest in both risky and emerging markets, learn where the sweet spot is in bond investing, and find out if you’re a five day or five year kind of investor. All this and more…
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The GDP in Hong Kong is driven by private consumption and exports. Hong Kong has the lowest ROE in Asia, but offers the third highest dividend yield. Looking at our FVMR, Hong Kong is currently least attractive in Asia.
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Twenty years ago I co-founded a coffee roasting factory in Bangkok, Thailand while I was head of research at an investment bank in Bangkok. I learned more about investing and valuing businesses from that experience than I ever learned from all my studies of finance, including my CFA exams.
The most valuable thing I learned is that you get the most from employees when they love their jobs and respect their teammates and the people they work for.
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As well as a guide for how to get investing in the Internet of Things world, we also look at the impact Brexit may have on our economic future and our investment portfolios; all this and more in our Top 5 of the Week…
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With the world watching the outcome of the UK’s EU Referendum vote our Top 5 is about market forecasting and predictions, Brexit not being the only investment concern on the horizon, and risky wealth management assumptions. All this and more…
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The UEFA Euro 2016 is currently being played in France. We have created our own fantasy lineup and named it, The Swedish 11; comprising Swedish-listed companies selected based upon our Profitable Growth rank.
Besides presenting The Swedish 11, we also wanted to share with you the name of the company that is the Zlatan of financial performance.
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In this week’s Top 5, we look at equity country allocation when investing internationally, discover if there is any correlation between GDP and the stock market, and look at approaches to Socially Responsible Investing. All this and more…
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