Video content of Andrew Stotz | TalkMarkets
Andrew Stotz, PhD, CFA is the CEO of A. Stotz Investment Research, a company that provides institutional and high net worth investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior stock selection. While previously as Head of Research at CLSA, Andrew ...more

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A Review: Century Pacific Food Inc.
Century Pacific Food, Inc. was listed on PSE in May 2014 and is a food manufacturer. Asset utilization has driven profitability and profit margin has stayed above average.
Malaysian Stocks: Valuation Above Average, Growth Below Average
Malaysia’s GDP has been growing at a steady clip just above 5% over the last four quarters. Private consumption has been the main contributor to GDP growth, contributing almost 70% of it, but investments have also lent its hand.
The Philippines Offers A Fast Growing Economy With Expensive Stocks To Boot
At 6.6%, The Philippines has the second fastest GDP growth in Asia (only India’s is faster). Private consumption and investments are the main drivers of the economy, but net exports created a large drag on GDP growth at -1.6%.
As Cheap As It Is, Singapore Fails To Draw Interest
Singapore’s GDP has been growing at a slow pace of late, 2.4% over the last four quarters. Exports have been the main contributor to GDP growth, but private consumption has created a headwind against overall growth.
Profits Beckon In The Emerald Of The Equator
Indonesia’s GDP has been growing at a rapid pace, 5% over the past year. Private consumption and investment have been the main contributors to GDP growth, while government consumption has been slightly reduced.
Korea Continues To Be The Most Attractive Market In Asia
Korea’s GDP grows at relatively pace. Private consumption and investments have been the main contributors to GDP growth, while net exports have been a big drag.
China Market Is Full Of Large And Liquid Stocks
A review of the top 900 largest and most liquid companies in China.
How To Compare To Your Nearest Competitor? - Part 4
Focusing only on beating your nearest competitor may get management team overly focused and then miss opportunities and miss the new competitors approaching.
Why Profitable Growth Matters - Part 3
Why does profitable growth matter?
Competing Forces: Profitability And Growth - Part 2
It is hard for a business to maintain the opposing forces of profitability and growth at maximum. If both forces are weak the business dies.
World Class Benchmarking Is Simple, Focused, And Team Building - Part 1
We all know that business is hard, but we all believe that the financial aspects should not be. World Class Benchmarking is a clear-cut financial tool for that takes the finances of your company from complicated to simple.
Hong Kong Has Strong Momentum But Overall Unattractive
Hong Kong’s GDP grows at a moderate pace. Private consumption and investments have been the main contributors to GDP growth, while net exports have been a drag.
Thailand Appears Third Most Attractive In Asia
GDP growth in Thailand is moderate, driven by investments and private consumption. Government consumption has had a slightly negative contribution but net exports have been the main drag on GDP growth in Thailand.
Indian GDP Growth Beat The Philippines By A Whisker
GDP in India still grow the fastest in Asia, beat the Philippines by a whisker. This is mainly the result of heavy private consumption, but government consumption growth has also contributed. Net exports dragged on the GDP growth.
China: Momentum Still Going Strong
China is experiencing fast GDP growth with all four pillars contributing to GDP growth, and private consumption contributing the most and net exports contributed the least.
Singapore Technologies Remains Profitable, Despite Growth Concerns
In this video and article, Andrew Stotz discusses world class benchmarking with a focus on Singapore Technologies, software and engineering conglomerate with a major focus on the electronics and aerospace sectors.
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