Fed hiked 0.75% as expected by the market. Central banks have been loading up on gold. Biden disincentivizes energy investments. Hundreds of new mines are needed to meet battery demand. We could see an OPEC-style cartel for battery metals.
Read More
Marubeni Corporation (8002 JP): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above-average performance compared to 1,470 large Industrials companies worldwide.
Read More
Sichuan Kelun Pharmaceutical Company Limited (002422 SZ): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below-average performance compared to 380 large Health Care companies worldwide.
Read More
In October 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read More
Fed interest rate hiking cycle sweeping across the world. EM rates have been higher but kept low by China; FMs suffer the most Rate rise reduced global earnings by 6.2%; in DM US and UK hit hardest.
Read More
PT Kalbe Farma Tbk (KLBF IJ): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 380 large Health Care companies worldwide.
Read More
Elon Musk now controls Twitter. Snap shows that analysts aren’t great at predicting the future. Meta (Facebook) is so bad that even Jim Cramer apologized. ESG is not going that well at the moment. ESG has also meant increased dependence on China.
Read More
PT Telkom Indonesia (Persero) Tbk (TLKM IJ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 270 large Comm. Serv. companies worldwide.
Read More
Airports of Thailand Public Company Limited (AOT TB): Profitable Growth rank of 10 was same compared to the prior period’s 10th rank. This is poor performance compared to 1,240 medium Industrials companies worldwide.
Read More
Universal Robina Corporation (URC PM): Profitable Growth rank of 5 was down compared to the prior period’s 2nd rank. This is average performance compared to 600 large Cons. Staples companies worldwide.
Read MoreAS SEEN ON:
