While I am often asked “is now a good time to invest?” in both booming and declining economic times, I have recently been asked more and more about whether the economy is due for its first global recession since 2008-2009, and how to invest in preparation for the next recession. I recently wrote a short […]
2019 is a good year to start off with a country valuation dashboard, given how most of 2018 was a story of US stocks outperforming most other countries’ stock markets, at least until December. Despite last month’s correction, US stocks remain relatively expensive compared to most other countries’ markets, with the US S&P 500 still […]
This Hong Kong Stocks Cheatsheet is a list of links to AAStocks pages of data I wanted to make a few clicks easier to get to. The stock list is redundant on the first 50 names, which are the components of the Hang Seng Index Finance, Utilities, Property and Commerce & Industry sub-indexes respectively, followed […]
Another list of companies for easy reference, please see links and use with care.
I recently re-launched our experimental data visualisation tool on http://gfmpartners.com/ This tool is useful for: Running scatterplots on fundamental data of listed stocks Creating and sharing watchlists of these listed stocks
Although ETFs have become the exchange-traded investment vehicle of choice over the past 25 years, closed-end funds remain a relevant way to access less liquid and less scalable assets, and for this reason they are often available at a discount to their net asset value with many paying high dividend yields. As a handy reference, […]