Over at Aswath Damodaran’s blog he recently put up thoughts on how to trade earnings announcements. Given that we have been spending most of the month waiting to see if any of our holdings or watchlist companies are releasing earnings and then vigorously updating our models, I thought that this would be an interesting read. Differences across […]

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If you live in this region it should be of no surprise, ASEAN has already gone through its debt crisis back in ’97-’98 hence the lower debt-to-gdp ratios versus Japan, Europe and the US. The fund flow into the region and certain sectors (hospitals, telecoms and commerce specifically) has been unexpectedly strong and doesn’t look […]

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