Khin Moe Moe Thaw personal page - To The Moon

Khin Moe Moe Thaw

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Khin Moe Moe Thaw

2023-03-05

$Tesla Motors(TSLA)$ $Apple(AAPL)$

Khin Moe Moe Thaw

2023-02-26

//@Khin Moe Moe Thaw: Hello

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Khin Moe Moe Thaw

2023-02-26

//@Khin Moe Moe Thaw: Hello

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Khin Moe Moe Thaw

2023-01-17

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Khin Moe Moe Thaw

2023-01-17

Ok

Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes

Khin Moe Moe Thaw

2023-01-17

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Khin Moe Moe Thaw

2023-01-17

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TV Announcer Turned Portfolio Manager Beats 97% of Japan Peers

Khin Moe Moe Thaw

2023-01-17

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you&#39;ve likely heard the name Warren Buffett once or twice, given that he&#39;s one of the greatest investors of all time.</p><p>His company <b>Berkshire Hathaway</b> has beaten the broader market handily since Buffett took over the firm in 1965. 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Consistent performance</h2><p>The first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.</p><p>One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company&#39;s revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.</p><p>For instance, one of Berkshire Hathaway&#39;s largest holdings, the credit card and payments firm <b>American Express</b>, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, <b>Apple</b>, which is by far Berkshire&#39;s largest holding in its portfolio, has had over a 20% profit margin since 2010.</p><h2>2. Valuation</h2><p>Buffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn&#39;t understand, but that will trade up to or above their intrinsic value over time.</p><p>Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, &#34;It&#39;s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.&#34;</p><p>That means don&#39;t let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it&#39;s a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.</p><p>One example is <b>Bank of America</b>, the second-largest holding in Berkshire&#39;s portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today&#39;s market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.</p><h2>3. An impenetrable brand</h2><p>Another theme you will see among many of Berkshire&#39;s holdings is incredibly strong brand power. Think Apple and <b>Coca-Cola</b>. Now, why does Buffett like strong brands? It&#39;s not because of the funny commercials.</p><p>The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple&#39;s or Coca-Cola&#39;s cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.</p><p>Think about the iPhone and what a big part of people&#39;s lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they&#39;ve been with the brand for a while. And how many times have you heard somebody say they will never drink <b>Pepsi</b> over Coke?</p><p>Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTake Warren Buffett's Advice: Buy Stocks With These 3 Attributes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 19:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","BK4515":"5G概念","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","AAPL":"苹果","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0238689110.USD":"贝莱德环球动力股票基金","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU0097036916.USD":"贝莱德美国增长A2 USD","AXP":"美国运通","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4527":"明星科技股","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4571":"数字音乐概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BAC":"美国银行","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4573":"虚拟现实","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4575":"芯片概念","BK4574":"无人驾驶","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","BK4554":"元宇宙及AR概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4505":"高瓴资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","KO":"可口可乐","BRK.A":"伯克希尔","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4507":"流媒体概念","LU0444971666.USD":"天利全球科技基金","BRK.B":"伯克希尔B","LU0149725797.USD":"汇丰美国股市经济规模基金","PEP":"百事可乐","BK4559":"巴菲特持仓","SG9999014542.SGD":"United Income Focus Trust Acc SGD"},"source_url":"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303469523","content_text":"If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire's outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha's investing strategy. They should take Warren Buffett's advice and buy stocks with these three attributes.Image source: The Motley Fool.1. Consistent performanceThe first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company's revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.For instance, one of Berkshire Hathaway's largest holdings, the credit card and payments firm American Express, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, Apple, which is by far Berkshire's largest holding in its portfolio, has had over a 20% profit margin since 2010.2. ValuationBuffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn't understand, but that will trade up to or above their intrinsic value over time.Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, \"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.\"That means don't let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it's a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.One example is Bank of America, the second-largest holding in Berkshire's portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today's market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.3. An impenetrable brandAnother theme you will see among many of Berkshire's holdings is incredibly strong brand power. Think Apple and Coca-Cola. Now, why does Buffett like strong brands? It's not because of the funny commercials.The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple's or Coca-Cola's cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.Think about the iPhone and what a big part of people's lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they've been with the brand for a while. And how many times have you heard somebody say they will never drink Pepsi over Coke?Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956973246,"gmtCreate":1673891088986,"gmtModify":1676538899776,"author":{"id":"4136721945580062","authorId":"4136721945580062","name":"Khin Moe Moe Thaw","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136721945580062","authorIdStr":"4136721945580062"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956973246","repostId":"1136156739","repostType":4,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956973657,"gmtCreate":1673891063279,"gmtModify":1676538899768,"author":{"id":"4136721945580062","authorId":"4136721945580062","name":"Khin Moe Moe Thaw","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136721945580062","authorIdStr":"4136721945580062"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956973657","repostId":"1136156739","repostType":4,"repost":{"id":"1136156739","kind":"news","pubTimestamp":1673873513,"share":"https://ttm.financial/m/news/1136156739?lang=&edition=fundamental","pubTime":"2023-01-16 20:51","market":"us","language":"en","title":"TV Announcer Turned Portfolio Manager Beats 97% of Japan Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=1136156739","media":"Bloomberg","summary":"Evarich Asset’s Uda likes Japan trading houses and big banksShe expects bond yields to rise further ","content":"<html><head></head><body><ul><li>Evarich Asset’s Uda likes Japan trading houses and big banks</li><li>She expects bond yields to rise further in boon for lenders</li></ul><p>Landing a job as an announcer at a major Japanese TV station is a rare feat in itself. Maiko Uda did that in 1997, only to quit in about five years as she found her true calling: finance. Today, she is one of the few female portfolio managers in the world’s third-largest stock market and co-manages a fund that last year beat 97% of its peers.</p><p>Betting on macro trends is a key element of Uda’s investment style. One of her expectations is that infrastructure spending in Japan will rise further as the economy recovers from the pandemic, benefiting the commodity operations of trading houses. She also reckons the Bank of Japan will raise its cap for 10-year sovereign yields to 1.5% to 2% within two years from 0.5% now, helping bolster lenders’ interest income.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4f9d4dde54bfcf62787bcd04153e3b3\" tg-width=\"1088\" tg-height=\"726\" width=\"100%\" height=\"auto\"/><span>Maiko Uda  Source: Maiko Uda</span></p><p>“We are bullish on Japanese economy overall, and we think that it will do well relative to the US in terms of year-over-year GDP growth,” Uda said in an interview.</p><p>Itochu Corp. is the top holding in the fund that she runs with her father, who founded Tokyo-based Evarich Asset Management in 2002. The fund also has large bets on Marubeni Corp. and Mitsubishi Corp., a bullishness toward trading houses that’s shared by Warren Buffett’s Berkshire Hathaway Inc.</p><p>Sumitomo Mitsui Financial Group Inc. and Mitsubishi UFJ Financial Group Inc. are the second- and third-largest holdings.</p><p><img src=\"https://static.tigerbbs.com/b3c8c09f530603610bec788ceef2237e\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>E.I. Sturdza Fund plc - Nippon Growth (UCITS) Fund, the 6.6 billion yen ($52 million) equity fund that Uda runs with her father Yutaka Uda, returned almost 16% in 2022 as Japan’s benchmark Topix index dropped 5.1%. The two were jointly ranked No. 5 Japanese equities fund managers according to Citywire rankings for the year to Nov. 30, 2022.</p><p>The BOJ will probably move further away from keeping bond yields low after Governor Haruhiko Kuroda’s term ends in April, Uda said, adding that the central bank’s December shift in its yield-curve control program was the first sign of that.</p><h2>Stanford, Fidelity</h2><p>Getting to where she is now took time and involved a significant career change.</p><p>Her first job after graduating from college was that of an announcer at Fuji Television Network Inc., a tough field to get into. In some years, only about 1% of applicants get employed as announcers, according to Saeki Announce School, a Tokyo-based career training institution.</p><p>But she found the constant public exposure as an announcer to be stressful and assignments seemed to be given at times based more on popularity rather than experience and expertise, so she left Fuji TV in 2001 to study at the Stanford Graduate School of Business. She then joined Fidelity Investments as an analyst in 2005, focusing on the real estate and auto sectors and getting experience in equity research before deciding to work with her father at Evarich Asset in 2009.</p><p>Globally, only 14% of fund managers are females, according to a 2021 report by Morningstar Inc., while in Japan, less than 10% of executives at large asset management firms on average were women, a survey last year by the Financial Services Agency showed.</p><p>“I definitely felt that this is a male-oriented industry, and in many meetings I was the only female,” Uda said. But she appreciates the fact that the bottom line is the fund’s performance regardless of whether the manager is a woman or a man.</p><h2>Other Bets</h2><p>In addition to trading houses and banks, Uda’s fund is overweight on construction machinery makers and marine transportation firms that she expects will get a lift from investments in infrastructure and China’s reopening.</p><p>Japanese firms are already spending more to improve their fixed assets, with smaller manufacturers planning to boost capital expenditures by 20% in the fiscal year ending March 31, according to a Japan Finance Corp. survey. The government has also earmarked about 7 trillion yen to help increase investments over the next few years, a Ministry of Economy, Trade and Industry document shows.</p><p>Meantime, while many analysts see semiconductor prices bottoming soon, Uda is bearish on the industry, saying that prices will go down even more as government subsidies to the sector cause oversupply in the market.</p><p>The strong showing of her fund has boosted her confidence working in a small firm in one of biggest financial markets in the world.</p><p>“Working at Fuji TV, then Stanford and Fidelity, I always felt that I needed the big names just to feel more secure,” Uda said. “When I left Fidelity around the age of 35, I was more comfortable of my capability and started to think that I don’t need the big names anymore.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TV Announcer Turned Portfolio Manager Beats 97% of Japan Peers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTV Announcer Turned Portfolio Manager Beats 97% of Japan Peers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 20:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-15/tv-announcer-turned-stock-fund-manager-beats-97-of-japan-peers?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Evarich Asset’s Uda likes Japan trading houses and big banksShe expects bond yields to rise further in boon for lendersLanding a job as an announcer at a major Japanese TV station is a rare feat in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-15/tv-announcer-turned-stock-fund-manager-beats-97-of-japan-peers?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-15/tv-announcer-turned-stock-fund-manager-beats-97-of-japan-peers?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136156739","content_text":"Evarich Asset’s Uda likes Japan trading houses and big banksShe expects bond yields to rise further in boon for lendersLanding a job as an announcer at a major Japanese TV station is a rare feat in itself. Maiko Uda did that in 1997, only to quit in about five years as she found her true calling: finance. Today, she is one of the few female portfolio managers in the world’s third-largest stock market and co-manages a fund that last year beat 97% of its peers.Betting on macro trends is a key element of Uda’s investment style. One of her expectations is that infrastructure spending in Japan will rise further as the economy recovers from the pandemic, benefiting the commodity operations of trading houses. She also reckons the Bank of Japan will raise its cap for 10-year sovereign yields to 1.5% to 2% within two years from 0.5% now, helping bolster lenders’ interest income.Maiko Uda  Source: Maiko Uda“We are bullish on Japanese economy overall, and we think that it will do well relative to the US in terms of year-over-year GDP growth,” Uda said in an interview.Itochu Corp. is the top holding in the fund that she runs with her father, who founded Tokyo-based Evarich Asset Management in 2002. The fund also has large bets on Marubeni Corp. and Mitsubishi Corp., a bullishness toward trading houses that’s shared by Warren Buffett’s Berkshire Hathaway Inc.Sumitomo Mitsui Financial Group Inc. and Mitsubishi UFJ Financial Group Inc. are the second- and third-largest holdings.E.I. Sturdza Fund plc - Nippon Growth (UCITS) Fund, the 6.6 billion yen ($52 million) equity fund that Uda runs with her father Yutaka Uda, returned almost 16% in 2022 as Japan’s benchmark Topix index dropped 5.1%. The two were jointly ranked No. 5 Japanese equities fund managers according to Citywire rankings for the year to Nov. 30, 2022.The BOJ will probably move further away from keeping bond yields low after Governor Haruhiko Kuroda’s term ends in April, Uda said, adding that the central bank’s December shift in its yield-curve control program was the first sign of that.Stanford, FidelityGetting to where she is now took time and involved a significant career change.Her first job after graduating from college was that of an announcer at Fuji Television Network Inc., a tough field to get into. In some years, only about 1% of applicants get employed as announcers, according to Saeki Announce School, a Tokyo-based career training institution.But she found the constant public exposure as an announcer to be stressful and assignments seemed to be given at times based more on popularity rather than experience and expertise, so she left Fuji TV in 2001 to study at the Stanford Graduate School of Business. She then joined Fidelity Investments as an analyst in 2005, focusing on the real estate and auto sectors and getting experience in equity research before deciding to work with her father at Evarich Asset in 2009.Globally, only 14% of fund managers are females, according to a 2021 report by Morningstar Inc., while in Japan, less than 10% of executives at large asset management firms on average were women, a survey last year by the Financial Services Agency showed.“I definitely felt that this is a male-oriented industry, and in many meetings I was the only female,” Uda said. But she appreciates the fact that the bottom line is the fund’s performance regardless of whether the manager is a woman or a man.Other BetsIn addition to trading houses and banks, Uda’s fund is overweight on construction machinery makers and marine transportation firms that she expects will get a lift from investments in infrastructure and China’s reopening.Japanese firms are already spending more to improve their fixed assets, with smaller manufacturers planning to boost capital expenditures by 20% in the fiscal year ending March 31, according to a Japan Finance Corp. survey. The government has also earmarked about 7 trillion yen to help increase investments over the next few years, a Ministry of Economy, Trade and Industry document shows.Meantime, while many analysts see semiconductor prices bottoming soon, Uda is bearish on the industry, saying that prices will go down even more as government subsidies to the sector cause oversupply in the market.The strong showing of her fund has boosted her confidence working in a small firm in one of biggest financial markets in the world.“Working at Fuji TV, then Stanford and Fidelity, I always felt that I needed the big names just to feel more secure,” Uda said. “When I left Fidelity around the age of 35, I was more comfortable of my capability and started to think that I don’t need the big names anymore.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956973893,"gmtCreate":1673891041612,"gmtModify":1676538899768,"author":{"id":"4136721945580062","authorId":"4136721945580062","name":"Khin Moe Moe 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Thaw","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136721945580062","authorIdStr":"4136721945580062"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956971028","repostId":"1159330224","repostType":4,"repost":{"id":"1159330224","kind":"news","pubTimestamp":1673869379,"share":"https://ttm.financial/m/news/1159330224?lang=&edition=fundamental","pubTime":"2023-01-16 19:42","market":"us","language":"en","title":"US Dollar Shorts Become Favorite Trade as Fed Seen Slowing Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1159330224","media":"Bloomberg","summary":"Buy dollar trade is swiftly turning into top macro short: CIBCChina’s reopening optimism fuels gains in commodity currenciesThe dollar’s rally from an eight-month low could be fleeting as the growing ","content":"<html><head></head><body><ul><li>Buy dollar trade is swiftly turning into top macro short: CIBC</li><li>China’s reopening optimism fuels gains in commodity currencies</li></ul><p>The dollar’s rally from an eight-month low could be fleeting as the growing view that the Federal Reserve will slow the pace of interest-rate hikes is likely to keep selling pressure on the US currency.</p><p>The Bloomberg Dollar Spot Index made slight gains on Monday, but remains down nearly 2% since the start of the year as investors have sold the greenback in droves. Easing US inflation expectations has prompted funds to ditch the ultimate haven asset, triggering a rebound in most major currencies.</p><p>“Just two weeks into the year, and it feels like the big ‘buy dollar’ trade of 2022 is turning into the hottest macro short now,” said Patrick Bennett, strategist at Canadian Imperial Bank of Commerce in Hong Kong. In addition to the Fed, “we are also being driven by a reversal in China with Zero Covid scrapped well ahead of when it was expected.”</p><p><img src=\"https://static.tigerbbs.com/04f520e631d725ac4528590c0049d91f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>The dollar’s fortunes have suffered a dramatic U-turn in recent months as funds from JPMorgan Asset Management to Goldman Sachs Group Inc. predict the Fed will soon rein in the pace of its tightening. Traders are now expecting the Fed fund rate to peak at 4.94% from more than 5% earlier this month.</p><p>The Bloomberg Dollar Spot Index dropped as much as 0.4% to reach the lowest since April 2022 early on Monday, before clawing back losses to trade 0.1% higher on the day. Yet more selling may be in store this year, with strategists at Morgan Stanley forecasting the euro to end the year at 1.15, ratcheting up its previous call for 1.08.</p><p>“Macro forces once constraining USD weakness are now amplifying it,” they wrote in a note. “Global growth is showing signs of buoyancy, macro and inflation uncertainty are waning, and the USD is rapidly losing its carry advantage.”</p><p>The greenback’s decline comes as data from the Commodity Futures Trading Commission show leveraged funds have cut yen shorts to the lowest level since February 2021. They also trimmed bearish bets on the Aussie while switching to net longs on the New Zealand dollar.</p><h2>Fed Pause</h2><p>The resumption of economic activity in China is bolstering demand for risk-sensitive currencies, with the Australian dollar rising above 70 US cents for the first time since August on Monday. Indonesia’s rupiah climbed more than 1%, the South Korean won advanced 0.8% and the offshore yuan rose to the strongest since July.</p><p>“The dollar is under pressure as the market becomes more confident a Fed pause is coming,” said Rodrigo Catril, strategist at National Australia Bank Ltd. in Sydney. The rise of the yuan is “just as important” for commodity-linked currencies like the Australian dollar as risk sentiment improves, he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Dollar Shorts Become Favorite Trade as Fed Seen Slowing Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Dollar Shorts Become Favorite Trade as Fed Seen Slowing Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-16/dollar-shorts-become-favorite-trade-as-fed-seen-slowing-hikes><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buy dollar trade is swiftly turning into top macro short: CIBCChina’s reopening optimism fuels gains in commodity currenciesThe dollar’s rally from an eight-month low could be fleeting as the growing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-16/dollar-shorts-become-favorite-trade-as-fed-seen-slowing-hikes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UUP":"美元ETF-PowerShares DB","UDN":"做空美元指数-PowerShares"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-16/dollar-shorts-become-favorite-trade-as-fed-seen-slowing-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159330224","content_text":"Buy dollar trade is swiftly turning into top macro short: CIBCChina’s reopening optimism fuels gains in commodity currenciesThe dollar’s rally from an eight-month low could be fleeting as the growing view that the Federal Reserve will slow the pace of interest-rate hikes is likely to keep selling pressure on the US currency.The Bloomberg Dollar Spot Index made slight gains on Monday, but remains down nearly 2% since the start of the year as investors have sold the greenback in droves. Easing US inflation expectations has prompted funds to ditch the ultimate haven asset, triggering a rebound in most major currencies.“Just two weeks into the year, and it feels like the big ‘buy dollar’ trade of 2022 is turning into the hottest macro short now,” said Patrick Bennett, strategist at Canadian Imperial Bank of Commerce in Hong Kong. In addition to the Fed, “we are also being driven by a reversal in China with Zero Covid scrapped well ahead of when it was expected.”The dollar’s fortunes have suffered a dramatic U-turn in recent months as funds from JPMorgan Asset Management to Goldman Sachs Group Inc. predict the Fed will soon rein in the pace of its tightening. Traders are now expecting the Fed fund rate to peak at 4.94% from more than 5% earlier this month.The Bloomberg Dollar Spot Index dropped as much as 0.4% to reach the lowest since April 2022 early on Monday, before clawing back losses to trade 0.1% higher on the day. Yet more selling may be in store this year, with strategists at Morgan Stanley forecasting the euro to end the year at 1.15, ratcheting up its previous call for 1.08.“Macro forces once constraining USD weakness are now amplifying it,” they wrote in a note. “Global growth is showing signs of buoyancy, macro and inflation uncertainty are waning, and the USD is rapidly losing its carry advantage.”The greenback’s decline comes as data from the Commodity Futures Trading Commission show leveraged funds have cut yen shorts to the lowest level since February 2021. They also trimmed bearish bets on the Aussie while switching to net longs on the New Zealand dollar.Fed PauseThe resumption of economic activity in China is bolstering demand for risk-sensitive currencies, with the Australian dollar rising above 70 US cents for the first time since August on Monday. Indonesia’s rupiah climbed more than 1%, the South Korean won advanced 0.8% and the offshore yuan rose to the strongest since July.“The dollar is under pressure as the market becomes more confident a Fed pause is coming,” said Rodrigo Catril, strategist at National Australia Bank Ltd. in Sydney. The rise of the yuan is “just as important” for commodity-linked currencies like the Australian dollar as risk sentiment improves, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940594245,"gmtCreate":1678014516188,"gmtModify":1678014519356,"author":{"id":"4136721945580062","authorId":"4136721945580062","name":"Khin Moe Moe Thaw","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136721945580062","authorIdStr":"4136721945580062"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> <v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> <v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$ $Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940594245","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957512937,"gmtCreate":1677385449030,"gmtModify":1677385452837,"author":{"id":"4136721945580062","authorId":"4136721945580062","name":"Khin Moe Moe Thaw","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136721945580062","authorIdStr":"4136721945580062"},"themes":[],"htmlText":"//<a href=\"https://ttm.financial/U/4136721945580062\">@Khin Moe Moe Thaw</a>: Hello","listText":"//<a href=\"https://ttm.financial/U/4136721945580062\">@Khin Moe Moe Thaw</a>: Hello","text":"//@Khin Moe Moe Thaw: Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957512937","repostId":"1136156739","repostType":4,"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957512071,"gmtCreate":1677385426993,"gmtModify":1677385431649,"author":{"id":"4136721945580062","authorId":"4136721945580062","name":"Khin Moe Moe Thaw","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136721945580062","authorIdStr":"4136721945580062"},"themes":[],"htmlText":"//<a href=\"https://ttm.financial/U/4136721945580062\">@Khin Moe Moe Thaw</a>: Hello","listText":"//<a href=\"https://ttm.financial/U/4136721945580062\">@Khin Moe Moe Thaw</a>: Hello","text":"//@Khin Moe Moe Thaw: Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957512071","repostId":"1159330224","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}