Investment Opportunities In APAC At 2017 Taiwan Investment Conference

Investment Opportunities In APAC At 2017 Taiwan Investment Conference

The 2017 Taiwan Investment Conference on 12 October 2017 to celebrate the 10th anniversary of CFA Society Taiwan. Keynote speakers and panel discussions highlight hot investment topics in Taiwan and the region. This post relates to the panel discussion on Investment Opportunities in APAC.

Special Offer: Valuation Master Class

Moderator: Andrew Stotz, PhD, CFA, A. Stotz Investment Research

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Panel: Nguyen Thi Vinh Ha, CFA, Partner at Grant Thornton (Vietnam), Ashraf Bava, CFA, Chief Executive at Nael Capital (Pvt) Limited, April Lynn Tan, CFA, Vice President and Head of Research at COL Financial, and Biharilal Deora, CFA, CIPM, FCA, CFP, CIWM, Partner at BDVG & Associates.

Markets discussed: India, Pakistan, the Philippines, Thailand, and Vietnam.

Download the pdf discussed by the panel

Investment Opportunities In APAC


Executive summary: Investment opportunities in APAC

  • India: The largest economy, has had the highest GDP growth, but appears expensive
  • Pakistan: Highest population growth at 2%, strong profitability, low gearing, cheap valuation
  • Philippines: Large amount of young people, decent fundamentals, but expensive
  • Thailand: Aging population, very low unemployment, decent fundamentals and momentum, not expensive
  • Vietnam: Large share of population in the labor force, fundamentally strong, low gearing, relatively cheap

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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.

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