The Chinese stock market – With a difference two years makes
With a difference two years makes. The Chinese stock market was truly something to behold. I recall vividly watching on … Read more
Jun Hao
Asia, Value Investing And The Election
I decide to take the events of the past two weeks to reflect about the mis-priced events and expectations. This … Read more
ASIA – UPDATES FROM 6 MONTHS LATER… THE PENDULUM HAS SWUNG
It’s been 6 months since my last update, and how the pendulum has swung. Just look at the headlines on … Read more
SHARING THE YEOMAN CAPITAL EXPERIENCE: APPLYING VALUE INVESTING IN JAPAN
SHARING THE YEOMAN CAPITAL EXPERIENCE: APPLYING VALUE INVESTING IN JAPAN Regular readers will know that we are big fans of … Read more
Investment Journal 12/02/2016 – Charting the Markets: The 2016 Equities Sell-Off Continues
Note: For the title of each post, I have now decided to use an article from Bloomberg that describes the … Read more
INSIDER BUYING TO SELLING RATIO ON THE SGX HITS AN ALL TIME HIGH
Source: Asia Insider Limited So the ratio of insider buying to insider selling has hit an all time high of … Read more
Investment Journal 01/01/2016 – Value in Hong Kong Property Developers?
The current economic climate has produced incredible investment opportunities. The trip to Hong Kong led me to conclude two things: … Read more
Value Investing – Updates & Future Plans for 2016
The previous two months have been one of the busiest on record, with us selling holdings that had reached close … Read more
Debunking Myths & Fear With Data – Markets Insights for Singapore Stocks – Part 1
In continuing with the series, I like to draw attention to the valuations of the STI Index, which notoriously received … Read more
Putting China in Perspective – Valuations of Top 10 Largest Shanghai Stock Exchange Stocks [CHARTS]
There’s plenty of noise in the markets at the moment. Plenty of market manipulation (whether true or perceived!). It reminds … Read more
Charts Of The Week: Are Emerging Markets Cheap And More
Charts Of The Week: Are Emerging Markets Cheap And More by Jun Hao, The Asia Report Goldman’s BRIC Era Ends … Read more
First Level Versus Second-Level Thinkers
This is guest blog post from Tom Beevers, ex-Portfolio Manager at Newton and now CEO and Co-Founder of StockViews. I … Read more
InvestX Congress 2015 Wrap-Up & Photos
First off, thanks for everyone who came down on Saturday and said hi to me. I had a lot of … Read more
An Hour With Yeo Seng Chong of Yeoman Capital
Yeo Seng Chong of Yeoman Capital I sat down recently with Mr. Yeo Seng Chong in his office at Robertson … Read more
Teh Hooi Ling of Aggregate Asset Management on Value Inveting in Asia
I recently sat down with Teh Hooi Ling in Aggregate’s office – a quaint shop house along Joo Chiat Road. … Read more
