Performance Review
U.S. Stocks Holding Up Well Relative To Foreign Stocks YTD
The chart below shows the year-to-date(YTD) performance of the S&P 500 and the major indices of most global markets: Click to enlarge Some observations: With a loss of 4.6% YTD for the S&P 500, U.S. stocks are relatively performing better than the stocks of other developed economies. Equities in Italy and Spain have entered the [...]
Comparing Equity Market Performance: Russia vs. Other BRICs, US and UK
In the past 12 months, the Russian equity market has outperformed the markets of Brazil, India and China. In addition, the RTS Index has also outperformed the U.S. and UK markets. From INVESTMENT EXTRA: A bull market for the Russian bear: Robin Geffen, fund manager and chief executive of Neptune Investment Management notes the following [...]
Performance Comparison: Peru and Colombia Top Brazil
Brazil is one of the perennial favorite emerging market destination for many investors. However in terms of equity market performance, the smaller Latin American economies of Peru and Colombia beat Brazil over the 5-year term. In a recent Trustnet (UK) article Fidelity manager Alex Duffy noted: “Despite the fact that Brazil is the largest economy [...]
First Half 2011 Performance: The Five Best and Worst ADRs
With the first six months over for this year, lets take a quick look at the five best and worst ADR stocks. I have included stocks that are exchange-listed only and whose stock price is above $10. The five best performing ADRs YTD: 1. Company:ATA Inc (ATAI) YTD Change:173% Current Price: $10.05 2. Company:Silicon Motion [...]
Equity Performance Comparison: Developed vs. Emerging Countries
Equity markets of emerging and developed countries perform differently due to obvious reasons. During the credit crisis, the theory that emerging markets are decoupled from developed markets was proven wrong when equities worldwide plunged in a synchronized fashion. In fact, emerging equities fell higher than developed equities. However over a 5-year period, some of the [...]
Performance: Gold vs. Major Other Asset Classes
Gold has been one of the best performing asset classes in recent years. Yesterday gold for June delivery rose $13.60 to close at t $1,486 an ounce for an increase 4.5% YTD. The chart below shows the performance of gold vs. major other asset classes since 1969: Click to enlarge Source:The PSG Angle, PSG Asset [...]
