Archive of entries posted on December 2010

Canadian Banks Are Worse Than U.S. Banks Based On Borrower Concentration Ratio

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In an article earlier this year, I wrote that Canadian banks’ equity is the third worst in the world based on assets to equity ratio quoting a McKinsey Global Institute study. A new research report by Deutsche Bank Research shows that Canadian banks are in worse shape compared to other developed markets’ banks based on …

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Chart: Asset Class Returns from 1995 to 2009

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The charts below the returns on different types of asset classes from 1995 thru 2009: Some takeaways from the charts: For four years since 2004 foreign stocks were the best performers. In the 2008 credit crisis foreign stocks were the worst performers with a loss of about 43%. Last year they yielded the second best …

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Composition of the MSCI Emerging Markets Index

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The chart below shows the weightings of different emerging markets in the MSCI Emerging Markets Index in 2000, 2005 and 2010 (as of the end of October): Source: FT BeyondBRICs blog Mexico and Taiwan had the most weightage in the index a decade ago. Now China represents the largest weightage followed by Brazil. China and …

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