How Hedge Funds Performed in the 2010s
While putting together reviews of the past decade, I have looked at how emerging markets have performed vs developed markets, how bonds […]
Author: quantofasia
A Lost Decade For Emerging Markets (and Small Caps, and …?)
I recently discovered that SeekingAlpha has made it even easier to embed charts into articles and blog posts thanks to an integration […]
2019: The Year Private Investing Started Losing Its Shine
One trend I have disliked this decade is the relative increase in private equity and investors chasing them. As I describe in […]
Using the Singapore Dollar as a “Global Currency” Proxy
Today’s chart addresses a question I often get “how do I diversify away from a strong dollar, given that the euro, yen, […]
2019 Leveraged Buyout Multiples Nearly Double 2001 Levels
Thanks to this tweet from Meb Faber for sharing the below chart of multiples paid by private equity firms for leveraged buyouts […]
Trading Indian Single Stocks from Offshore: 12 Dec Webinar with SGX
India has recently surpassed China as the fastest growing large economy in the world, and is expected to surpass China in population […]
Expected Return of Stocks and Bonds in One Simple Chart
One of the most frequently asked questions I am sent is “what is the rate of return I should expect when I […]
US Tax Structures for Hong Kong Residents
My latest article in STEP HK’s August Newsletter is on “US Tax Structures for Hong Kong Residents“. Unlike with Mainland China, the […]
Globally Diversified Domestic Stocks
One reason I hear some investors are uninterested in buying foreign-listed stocks is that they believe the foreign revenues of some of […]
When New York Real Estate Lost 50%
In recent memory, the global financial crisis of 2008-2009 is what most of us might think of as the last time when […]