Archive of entries posted on January 2015

Knowledge is Power: Dividends, Top Energy Firms, Coal Edition

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Reasons Target to Close Canadian Operations (Euromonitor International) The importance of dividends (Invesco UK) 2020 Vision: Yield Scarcity and the Case for Dividends (Franklin Templeton Investments) Causes of Wage Stagnation (EPI) Oil price slump cleaves divisions between EM winners and losers (beyond brics) 2014 Top 250 Energy Companies (Platts) Does Behavioral Investing Make Sense Anymore? (Alliance Bernstein Blog) China’s long …

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Not All Chemical Companies Benefit From Lower Oil Prices

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Oil prices have plunged dramatically since mid-2014.Brent closed at $48.40 today on the NYMEX. This is a far cry from the over $100 a barrel that seemed to be the floor up until a few months ago. Conventional wisdom holds that lower crude oil prices should benefit chemical firms as they use oil as one of the …

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A Note on the “Big Four” in Four Countries

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In many countries across the world banking industry is dominated by a handful of banks. These banks are the largest in those countries based on factors like market capitalization, market share of deposits, home mortgages, etc. In a few countries just four banks dominate the industry. These banks are called as the “Big Four”. According …

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Five Mistakes to Avoid in Emerging Markets Investing

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Investing in emerging market equities is fraught with risks.Unlike the developed world developing countries are prone to suffer from a myriad of risks including currency exchange risk, political risk, liquidity risk, transparency risk, etc. Investors looking to gain exposure to emerging markets should be aware of these risks and take extra precaution before jumping in. Five …

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Review: The Callan Periodic Table of Investment Returns 1995-2014

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Callan Associates has updated their famous Periodic Table of Investment Returns with data for 2014. It is interesting to review this chart every year and analyze how markets performed across the world. The Callan Periodic Table of Investment Returns for 2014 is shown below: Click to enlarge Source: Callan Associates A few observations: For 2014, the …

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