Performance Review

The Five Best and Worst Performing Exchange-listed Foreign Bank Stocks YTD

The Five Best-Performing Exchange-listed Foreign Bank Stocks are listed below: 1.Company: Bank of Ireland (IRE) Current Dividend Yield: N/A YTD Change: 49.08% Country: Ireland 2.Company: Sumitomo Mitsui Financial (SMFG) Current Dividend Yield: 2.66% YTD Change: 26.70% Country: Japan 3.Company: Mitsubishi UFJ Financial (MTU) Current Dividend Yield: 2.21% YTD Change: 23.62% Country: Japan 4.Company: Credit Suisse [...]

Comparing the Returns of Russian and U.S. Equities 1865 to 1917

During the 1800s the U.S. was an emerging market. During that time the Tsars ruled Russia and  Russian equities trading on the St.Petersburg Stock Exchange performed better than U.S. equities on the New York Stock Exchange. Click to enlarge The above chart shows that Russian stocks vastly outperformed U.S. stocks from 1865 thru 1917. However [...]

Comparing the Performance of Sensex and Bovespa Indices

Last year India’s  was one of the best performing emerging markets with the Sensex rising about 26%. Brazil had a lackluster performance with the Bovespa gaining under 8% for the year. Though both are part of the BRIC countries, the economies of Brazil and India differ vastly. For example, India is a major importer of [...]

Performance Comparision of Brazil and China Stock Market Indices

Brazil’s Bovespa index is up just 6.5% year-to-date(YTD)  and China’s Shanghai Composite index is basically flat YTD. Investors’ attraction towards China has waned much more than towards Brazil in the past few years. The Shanghai Composite index fell deeper during the financial crisis than the Bovespa. But unlike Chinese stocks, Brazilian stocks have recovered strongly since the [...]

Year-to-date Returns of Exchange-Listed Oil and Natural Gas Producers’ ADRs

The chart below shows the performance of exchange-listed foreign Oil and Natural Gas stocks year-to-date: Click to enlarge   Data Source: BNY Mellon Colombia’s Ecopetrol(EC) is the top performer this year with a return of about 32% so far.China’s CNOOC(CEO) and PetroChina(PTR) have also performed well with double-digit rises. Compared to these ADRs, Brazil’s Petrobras(PBR) has [...]

Invest in Latin America For Superior Returns

The S&P 500 is up 12.8% year-to-date(YTD). Compared to the performance of the US equity market, Latin America markets have been mixed so far this year. For example, Brazil’s Bovespa is up 3.1%, Chile’s Santiago IPSA is off 14.5% and Mexico’s IPC All-Share is up 15.4%. Traditionally the U.S. has long considered Latin America as its own [...]