zawy

Emerging Markets With Low Valuations

Malaysia is a play similar to Brazil: they have oil and food, and one of the safest markets, comparable to australia and singapore.

Fundamental Analysis for Emerging Markets

Don't forget singapore. PE is 14, inflation is a shockingly low 1%, and growth is among the best. It's the new new york. A uniquely independent and mixed center of Asian business and culture and one of the most trusted markets in the world. Housing has always been expensive there and has not gone up much in the past 8 years. A fantastic place for the young and food lovers, it will continue to be a center of biomedical research and the business and cultural elite. What country has a better personality and looks so happily towards the future?

Another bet similar to the Brazil play (good growth and net exporter of oil and food), Malaysia is in a similarly great situation with a 23% lower PE than Brazil and lower inflation and equal growth. Malaysia surprisingly (to me) has one of the most trusted markets in the world, better than Brazil and Australia. Malaysia also has better P/B and dividends. FSLR chose it as it's home for new high-tech solar plants. Also compare Malaysia to Thailand: similar PEs even after a recent 20% drop in Thailand, Thailand is oil-dependent, higher inflation, similar growth, less-trusted market, and current political risk. Only thing good about thailand is that it makes a lot of cars (for foreign companies) that could get sold to china.

Is the Malaysian Stock Market Due to Fall?

Everyone above is being ridiculous. Malaysia will outperform if not stun in the next 10 years. It's a net-exporter of oil, food, and steel. Inflation is low. GDP growth is 7%. PE is 15. This beats the U.S. markets hands-down on all counts. Only Brazil can compare, except it has lower cost labor, more high tech companies are moving operations there, and it's in China/India's back yard. It's one of the most trusted markets in the world.

Global Stock Market Performance

Singapore. Great place with great future. Extraordinarily diverse. Very high tech, including bio. A Western-friendly center of Asian business. Inflation is 1%. The current no-brainer in foreign markets. See EWS

Malaysia. High Tech. Labor going to be less than China. Politically and socially very secure for foreign investment. Oil and food independent. 3% inflation. Similar future to Brazil, but better value right now. See EWM