Practical analysis for investment professionals

stocks


Defensive Anti-Takeover Board Measures

Do anti-takeover measures like poison pills, lobster traps, scorched-earth policies, and golden parachutes actually benefit shareowners? Or do they negatively impact share prices? We polled readers of CFA Institute Financial NewsBrief to find out.

The C-Suite Speaks: Business as Usual?

The C-suite struck an optimistic tone on earnings calls last week. While almost every management team mentioned macroeconomic uncertainty, most executives (outside of the energy sector) were pleased with business conditions. They were even positive on the environment in China. But it's a little hard to believe that everything is business as usual.

The C-Suite Speaks: Banks See Strength

The first full week of earnings season is always filled with reports from the nation's banks. Banks typically give the best read on the economy of any industry and for now they sound relatively upbeat. Outside of energy, credit has remained strong and management teams are optimistic about prospects for loan growth. Still, there's reason to be skeptical.

Weekend Reads: The Recurring Death of Certainty

The most persistent theme I've ever noticed has been that anyone who professes to know exactly what's going to happen is wrong, cheating, or both. Markets, it's been proven, just don't work that way. Neither does life.

Weekend Reads for Finance Pros: Survival Skills, Diversity, and Running

Two things this week have gotten me thinking about survival skills: the upheaval in global markets, with the rout in China that prompted comparisons to the 1987 “Black Monday” crash in the United States, and the novel The Martian.

Beating the Market: Four Mistakes to Avoid

Active management is a tough gig. But knowing what does not work at least gets investors a step closer to finding their own secret sauce. Here are a few suspicious approaches some active managers pursue. Rather than adding alpha, these are more like illustrations of how not to beat the market.

Where to Invest in China: Four Powerful Trends Long-Term Investors Can’t Ignore

Understanding how to invest in China is only the first step. But where do you begin? In the second part of the Investing in China series, veteran China investor Martin Lau shared with us four powerful trends in China that long-term investors cannot afford to ignore.

How to Invest in China: Five Myths Stock Investors Should Ignore

China’s phenomenal economic growth is no news to anyone. Many investors, however, missed out on the action as they did not feel they knew enough to get started. I recently met with veteran China stock fund manager Martin Lau to discuss some of the myths about investing in China.

Do Valuation Shorts Work?

Valuation shorts have a bad reputation on Wall Street. But do they work? Alon Bochman, CFA, tested this question using a new research service.

Reality Check: What Is India’s New Budget Telling Investors?

Earlier this month, newly elected Indian Prime Minister Narendra Modi's administration delivered its first budget. This bears serious attention as the budget is a good indication of the government’s focus and prioritization over the remainder of fiscal 2014 and the entire fiscal 2015.



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