The equity markets of major European economies have lagged the performance of the U.S. market so far this year. The year-to-date returns of the main European markets as of Sept 22nd are listed below: UK’s FTSE 100: 0.4% France’s CAC 40: 3.4% Spain’s IBEX 35: 10.4% Germany’s DAX: 2.1% U.S. stocks have performed very well relatively …
Brail’z Bovespa is up 10.3% year-to-date while India’s Sensex is up 28.5%. The S&P 500 is up by 7.90% YTD. Click to enlarge On a 5-year basis the S&P 500(in Green) has outperformed both Brazil and India as shown in the chart below. Brazil(in Blue) has lagged India by a significant margin over the …
Continue reading ‘Chart: Comparing the Performance of Bovespa, Sensex and S&P 500’ »
Australia is commodity-based economy with China being its largest export market. Hence one of the factors that investors in Australian equities need to consider in their analysis is the impact of commodity prices due to the decreased demand from China and other global economies in general. Australia’s Top 5 Exports in 2012-13: Click to enlarge Australia’s …
Continue reading ‘The Lucky Country’s (Australia) Top 5 Exports and Export Markets 2012-13’ »
Stocks to avoid: The FTSE companies in “terminal decline” (FE Trustnet) How Big Are Emerging Markets? (Mark Mobius) Spain is on the road to recovery, but challenges remain to ensure sustainable, inclusive growth, says OECD (OECD) Three Things to Know About Gold ETFs (Canadian Investment Review) How to jumpstart the Eurozone economy (Vox) What’s happened to Sony? (News …
Continue reading ‘Knowledge is Power: Spain, Emerging Markets, Mighty Ships Edition’ »
The Canadian economy is highly dependent on the U.S. economy.It is often said that if U.S. sneezes Canada catches cold. However Australia’s economy is not highly tied to the U.S. economy. Australia is dependent on China. Australia is the major exporter of natural resources such as coal, iron ore to China. As the Chinese economy …
Continue reading ‘Chart Review: Canada ETF vs. Australia ETF’ »