Equity Best Ideas
The most compelling equity ideas globally from Morningstar's coverage universe. Updated for February 2016. Recent Asian additions: ANz...
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A Unique, Unknown Bank in Asia-Pacific with Accelerating Returns
The only listed bank in New Zealand is Heartland Bank (HBL). And it’s not something to shy away from, simply because it’s completely off the...
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A Gradual NPL Cycle in Asia
Only three countries in Asia Pacific are seeing NPLs in decline during over the past three to four quarters. The average rate of growth is 20%,...
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With Radically Lower Oil Prices, Market Risk Assets Is a Focus
In DBS’s year 2014 annual report it defines market risk on page 90 as follows: “Market risk is the risk is the risk of loss arising from adverse...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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