Knowledge is Power: South Africa, EU 2.0, Oil Stocks 2017 Edition

Seek more yield on your cash (Fidelity) South Africa’s Slow Progress (Franklin Templeteon) UK: Dividend tax hike: focus on total return, not just yield (CityWire UK) and see SEVEN WAYS TO BEAT THE DIVIDEND TAX CUT (Money Observer) EMERGING-MARKET SUPERSTARS: HIDDEN IN PLAIN SIGHT (Alliance Bernstein) The future of Europe: EU 2.0 and its impact on the markets (Schwab) Myths …

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U.S. Financials Look Inexpensive Now

Bank stocks have soared since the election of President Trump. Compared to the overall market banks are up by double digit percentages.For example, the Financial Select Sector SPDR® Fund ETF (XLF) is up by over 46% at the end of February with most of that return accumulated since the election. Compared to the S&P 500’s 5.63% …

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Breakdown of Apple iPhone 7 Retail Price

Global trade is important in the modern era. With globalization, goods are moved across borders benefiting many countries during the process. The breakdown of a popular product such as iPhone 7 shows the benefits of global trade. The phone sells for $658 in the U.S. Of this, about 40% or 257$ goes to Apple(AAPL) and …

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International Investing: Why Diversify Across Borders?

One of the topics that I have covered many times on this blog is the benefits of international diversification. No country or region is the top performing consistently year after year. So while the U.S. market has done well in recent years, over time other markets have been top perfomers in one year than the U.S. …

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Credit Suisse Global Investment Returns Yearbook 2017: A Short Review

Credit Suisse published the latest edition of their famous Credit Suisse Global Investment Returns Yearbook 2017 last month. Unlike the previous years, the free version available online is this year is the summary edition. Investors can find a fascinating collection of investment stats in this yearbook. The following are two charts from this year’s edition. 1.Relative Sizes …

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FTSE 100 Exposure by Geographic Revenue vs. Domicile

The British equity market has recovered strongly since the Brexit decision early last year. One of the main reason for the resilence of British stocks is that most of the revenues of the FTSE 100 firms come from abroad. As a result, the FTSE 100 firms are dependent on the economies of foreign countries than …

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