Asia is home to over 35 different stock exchanges. That's a greater choice of equity markets to trade in than anywhere else on earth.
As a professional growth stock investor, I typically had a portfolio of about fifty names. Invariably, though, my outperformance would come from two or three stocks. Nowadays, as a private investor, I have about a dozen. All the performance still seems to come from one or two positions, th...
Li Yapeng has revealed that the partners are his two friends, one of whom is still a foreigner. But Faye Wong is also said to have a joint stock, about 1/4, VIPROOM membership system, and non members are not allowed to enter, so as to ensure that guests will not be harassed by ca...
Why should a value investor in emerging markets like India where long-only fund managers often outperform renowned US hedge funds, prefer trading to value investing? What are the political and economic ramifications of investing a large part ...
For the US, a lot will depend on policy from Washington. Most of what Trump has promised to do during his campaign is damaging to the overall economy–and therefore bad for stocks. Hard to know, though, what he really intends or how close to Biden he is in cognitive decline. As far...
Here are 4 tips for buying property as a foreigner in Mexico: Find a Mexico Real Estate Investment Advisor Know Residency Requirements and Property Ownership Requirements Choosing the Right Property Consider purchasing with anIRA account Tip 1: Residency Requirements and Property Ownership Requirements ...
As of Monday’s close, for example, the FTSE 100 and the US S&P 500 had both taken a 3-4% hit. That was the worst two days for US stocks since last August. European markets were hit twice as badly. Again, because the pound fell so precipitously versus most other currencies1the valu...
I haven’t done a lot yet to change my own portfolio. I have noticed that sort-of-broken value stocks and defensives seem to hold a lot more appeal for me today than, say, a year ago. I’m reading the recent strength in bitcoin as at least in part preparation for capital flight....
A while ago, I started thinking that independent gas station chains also have a chance to redefine themselves as the go-to places to charge your EV–something I suspect the big oil companies should also do, but will be loathe to, especially in the US. In fact, Marathon Oil sold its Roa...
There may have been a second. If the stocks a growth investor buys underperform, he typically stops buying or lightens up. Value investors tend to do the opposite. They regard such stocks as being even cheaper than when they initially bought–and double up. I suspect the latter is what Mr...