Cyclical Companies Are 29% Of The Thai Market

  • The Thai market is heavy in Materials and Energy, the sectors account for 29% of the total market cap
  • India, China, and Indonesia are heavier in these two sectors relative to Asia ex Japan as well
  • Hong Kong, Philippines, and Singapore have low weight


See 2017 Hedge Fund Letters.

Warren Buffett: If You Own A Good Business, Keep It

Berkshire Hathaway Warren BuffettBuying private businesses is easier than acquiring public firms, and investors should avoid selling good investments at all costs, according to the Oracle of Omaha, Warren Buffett. Q2 2020 hedge fund letters, conferences and more In an interview with CNBC in March 2013, Buffett was asked if he was looking at any businesses, in particular, Read More