Strategy
Which Country is a Better Investment: Brazil or India ?
The emerging markets of Brazil and India are vastly different in many ways. Brazil is not only blessed with many natural resources that the world wants but is also increasingly becoming as an exporter of manufactured goods. But Brazil has a small population compared to India. India on the other hand has limited natural resources [...]
Keep Calm and Buy These 10 Foreign Stocks
The extreme volatility in the equity markets in the past few weeks are making many investors nervous. Some of them are making the wrong moves based on emotions. Yesterday’s Wall Street Journal had an article discussing how some people are liquidating their equity holdings and moving into cash. From the article titled “Tired of Ups [...]
For the Next Stock Market Rally, Watch The Quality Cycle
Investors waiting to return to equities may want to consider the quality cycle, according to an article in the Risk and Reward report published by Invesco Perpetual of UK. Bear markets and recessions are usually followed by “junk rallies” in which low-quality stocks take the lead and their outperform high-quality peers. These speculative rallies can [...]
Comparing Historical Real Returns of Select Developed Equity Markets
Dividends account for a large portion of total returns especially over the term. Real returns – that is excluding inflation – include dividend yields, dividend growth and multiple expansion (P/E). The following chart shows the split of real returns of select developed countries: Source: Risk and Reward, Research and Investment Strategies,1st Qtr 2011, Invesco The [...]
15 Non-Financial European Companies with Large Government Ownership
Some of the European governments still own large stakes in private sector companies. Traditionally sectors like utilities, airlines used to have large state ownership. With the bailouts during the financial crisis of 2008-09, some of the banks also are majority-owned by governments. 15 non-financial companies with state ownership of more than 10% are listed below [...]
U.S. Corporate Dividend Payouts Poised To Rise Further
Many U.S. companies have reinstated (or) increased dividend payments since the credit crisis of 2008-09. The amount of payouts and the number of companies with positive dividend actions have increased in recent months. According to Standard & Poor’s, in the first half of 2011, net cash payouts among S&P 500 companies rose by a record [...]
