Andrew Stotz | TalkMarkets | Page 46
Andrew Stotz, PhD, CFA is the CEO of A. Stotz Investment Research, a company that provides institutional and high net worth investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior stock selection. While previously as Head of Research at CLSA, Andrew ...more

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Korea Offers The Most ROE For The PB You Pay
Korea is cheapest on PB but offers decent ROE, and the highest 10% ROE/PB.
Impressive Growth In Asian Merchandise Exports
Merchandise export was slow for the past three years. Now, things are going well in Asia, though a strong slow down in the west could hurt the economy.
Asia Ex Japan Contributes 60% Of Global Merchandise Exports
Global merchandise exports at $250bn, Asia ex Japan contributes 61% of world value.
Risk In Asia: India Has The Highest Gearing
India has the highest gearing measured as net debt-to-equity, followed by the Philippines.
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