A Review of Australia’s S&P/ASX 200 Index

The S&P/ASX 200 Index is the benchmark index of the Australian equity market. The index is composed of the largest 200 companies listed on the ASX by float-adjusted market capitalization. The composition of the Index is shown in the chart below: Click to enlarge Source: S&P Indices Nearly one-third of the index is concentrated in …

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The 2018 BCG Global Challengers

The 2018 Global Challengers list of companies from 2018 BCG Global Challengers: Digital Leapfrogs report. Click to enlarge Source: Meet the 2018 Global Challengers, Boston Consulting Group Some of the notable firms in the above list are Mercadolibre Inc(MELI) of Argentina,Fomento Economico Mexicano SAB (FMX) aka FEMSA of Mexico, Vina Concha y Toro SA (VCO) of Chile, PetroChina (PTR) of China, …

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Comparing Valuations of Eurozone and US Stocks

Eurozone stocks are not expensive relative to their US peers based on Cyclically Adjusted Price to Earnings ratio according to an article by John Oliver at AMP Capital, Australia. He discussed four reasons on why Eurozone stocks are attractive at current levels. From the article: Eurozone shares remain attractive While question marks remain over Italy and …

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Dividend Returns vs. Capital Returns of Australian Stocks From 1998 To 2017

The S&P/ASX 200 is the benchmark index of the Australian equity market. However a better benchmark for the overall Australian market is the S&P/ASX 300 index. It contains the S&P/ASX 200 components and 100 smaller companies. This index accounts for 89% of the Australian equity market as of March, 2018. Capital returns of a stock changes …

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