India Appears Expensive, Pakistan Has Strong Fundamentals


Watch the video with Andrew Stotz that is reviewing the Fundamentals, Valuation, Momentum, and Risk (FVMR) of five select markets in Asia: India, Pakistan, the Philippines, Thailand, and Vietnam.

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Here’s a round up of hedge funds’ May returns

InvestTyro Absolute Return Fund was down 1.5% for May. The fund's main contributors in May were Super Micro Computer, which gained 1.6%, Shyft Group, which was up 1%, and GCI Liberty, which gained 1%. Detractors in May include Recro Pharma, which fell 2.6%, index shorts and hedges, which declined 2%, and DXC Technology, which was Read More

  • Our FVMR methodology allows us to compare countries against other countries
  • Benchmarking stocks in each country against stocks in 77 countries globally
  • Bottom-up aggregation of non-financial companies
  • India: 362 companies, Pakistan: 98 companies, Philippines: 114 companies, Thailand: 384 companies, and Vietnam: 80 companies

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Dr. Andrew Stotz, CFA is the CEO of A. Stotz Investment Research, a company providing institutional investors with ready-to- invest portfolios in Asia that aim to beat the benchmark through superior stock selection. The company also provides buy- and sell-side clients with financial models to value any company in the world and World Class Benchmarking to determine what companies are financially world class. Previously, as Head of Research at CLSA, Andrew was voted No. 1 Analyst in Thailand in the Asiamoney Brokers Polls for 2008 and 2009. He was also voted No. 1 Analyst in Thailand in the 2009 Institutional Investor magazine All-Asia Research Team Report. Andrew earned his PhD in finance at the University of Science and Technology of China in Anhui province, with a focus on answering questions raised by fund managers and analysts during his career about picking stocks and managing portfolios. In addition, Andrew has been a lecturer in finance for 22 years at various universities in Thailand. Since 2013, he has been the president of the CFA Society of Thailand. He is also the author of How to Start Building Your Wealth Investing in the Stock Market.