I believe in Asia economics in the next decades. Asia will be the place to be to make an enormous wealth. Been a private investor for more than 10 years. If you looks for some insight for Asian companies especially in Thailand or China just contact me.
I have been in the business of analyzing economic and political developments around the globe since 1970, with an emphasis on currencies and fixed income developments.
The most consequential developments I have been tracking were the introduction of the common European currency, the euro, and the UK's decision to leave the European Union. The former was a major step forward for multilateral corporations doing business in the EU and the latter could be a disaster for the UK over the longer run.
I have written many articles about both of these factors. Forecasts about the economies of the major economies are essential to make the right investment decisions. They form the foundation for successful investments.
In 1969 I founded a market analysis company with the product (Global Finance Information) being distributed via Telerate (now owned by Reuters) and grew that firm to about 1,000 banking clients world-wide. I sold that company to Thompson/Reuters in 1990.
After that I worked with Dow Jones on several product developments. In 2000 I retired for a period of time. I returned to researching and writing about the international financial markets in 2010, where I currently produce several articles per week.
Asia Value & Moat Stocks is a research service for value investors seeking value stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high quality businesses, hidden champions and wide moat compounders).
Those who believe that the pendulum will move in one direction forever—or reside at an extreme forever— eventually will lose huge sums. Those who understand the pendulum's behavior can benefit enormously. ~ Howard Marks
Investment ideas for Asia Value & Moat Stocks are generated from screens, insider trades, 13Fs, fund manager letters, analyst reports, blogs and forums. The initial ideas sourced are subsequently evaluated using The Cheapness-Safety-Quality (CSQ) framework, applying customized investment checklists to ask the right questions of the investments in question, along the dimension of cheapness, safety and quality. Asia/U.S. Deep-Value Wide-Moat Stocks' value investing philosophy borrows from the wisdom of value investing gurus, using both quantitative screens and qualitative inputs to filter the global stock markets for investment ideas.
vTorch is a small time investor trying to make a decent living. He made his first foray into the investing world by capitalizing on the Asian Financial Crisis. Over the years, vTorch have garnered experience in public market investing (stocks, bonds, convertible, preferred, equity-linked), illiquid investing (mezzanine capital, venture capital and private equity) and currency speculation. vTorch's investments spans the US, UK, China, India, Japan, Hong Kong, Singapore, Malaysia, Thailand, Indonesia and Philippines.
Experience as a senior manager for a large retail chain. Managed multiple locations with sales in the low seven digits. Studied international affairs at the George Washington University with a focus in economics. @PoliticsOfMoney
"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson
Bram de Haas lives with his girlfriend and baby son in The Netherlands/Nijmegen. Living in a city once a Roman settlement later bombed by allied forces in WO II he is aware of the vulnerability of Empires and the impact of the unexpected.
His investment style can be summed up as safety first. Once safe: be agressive.