FVMR: Thailand Second Most Attractive in Asia, Malaysia Not So Attractive
By Become A Better Investor Over 13 years Inflation contributed 32% of 171% market return Book value growth contributed … Read more
Dr. Andrew Stotz, CFA
US Dream Factor Is High, Book Value Growth Is Low
By Become a Better Investor. Stock returns are driven by four main factors US companies have had almost no growth … Read more
US Dollar Rally Not Closely Tied To Interest Rates [INFOGRAPHIC]
US dollar rally in late 90s and early 2000s was not driven by rising rates Recent dollar rally not interest … Read more
What Type of Investor Are You? Active, Passive or DIY Investing?
By Become A Better Investor You are your own worst enemy when it comes to investing. You can either decide … Read more
What Type of Investor Are YOU?
By BecomeABetterInvestor Should you be buying stocks? Follow these questions to assess your situation DISCLAIMER: This content is … Read more
If Risk Rises, Commodities Could Be An Alternative To Gold
If risk rises, a better alternative to gold could be commodities Slowing economies, especially emerging markets, caused commodity price fall … Read more
Malaysia Not So Attractive, But Low Volatility
Malaysia appears to be a less attractive market these days Low ROE of 9.7% and high PE of 16.3x Growth … Read more
Malaysia Currently Does Not Look Very Attractive
Low ROE relative to the world, Telecoms has highest profitability Looks expensive on a PB basis given the low ROE … Read more
Gold Could Be an Alternative If Profits Fail to Rise and Inflation Heats Up
By Become A Better Investor First risk is that US rates rise and Trump is unable to jump start … Read more
By Become A Better Investor For nearly 10 years bonds outperformed stocks; driven by steady fall in interest rates … Read more
Philippine D&L Industries Remains World Class
By Become a Better Investor Background D&L Industries Incorporated is a Philippines-based company doing product customization and specialization in food, … Read more
High PE Means That without Earnings Surge Market Rally Is at Risk
By Become A Better Investor < PE in US moved from 13x to darn expensive at 30x Rally was … Read more
If Trump Sparks US Profit Recovery Then Market Run Could Continue
By Become A Better Investor Earnings growth has been poor in 2015 & 2016 Relatively low US profit margin … Read more
Third Stock Market Boom since 1994, Already Longest, about to Be Strongest
By Become a Better Investor The US stock market is now up 215% since its March 2009 trough Of … Read more
Interest Rates Down, Stocks Up and Vice Versa
By Become a Better Investor Since 1987 short-term rate fell 91% to 0.5% Long-term rate fell 62% to 3.0% … Read more