Archive of entries posted on September 2016

Knowledge is Power: Healthcare Stocks, Dividend Sustainability, US Make-Work Program Edition

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Health stocks: beyond politics (Fidelity) Emerging-Market Small Caps: A Distinct Growth Opportunity  (Franklin Templeton) Five things investors need to worry about for the rest of 2016 (Financial Post) The great American make-work programme (FT Alphaville) Germany’s massive CA surplus set to decline (DB Research) Dividend sustainability: companies cannot squeeze the lemon forever  (Money Observer) Top earners: Why did …

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China’s Land and Sea Silk Roads

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China is building infrastructure  not only within the country but also outside of China. Currently two major initiatives are underway to create China’s 21st century silk roads for trade and economic cooperation between the country and rest of the world. 1. China’s Land Silk Road Map This initiative involves building rails, roads and pipelines to …

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Corporate Tax Rates n Select OECD Countries 2016

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The US has the highest corporate tax rate in OECD countries and Switzerland has the lowest rate in 2016. While France is generally known for high taxes some may find it surprising that the US has the highest rate at 35%. Click to enlarge Source: Apple Gets a Shakedown from the EU. Is Ireland Next to …

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On the Performance of Foreign Bank Stocks Year-To-Date

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Among the foreign bank ADRs, emerging market banks have performed very well so far this year relative to their developed world peers. This is not surprising since most emerging markets are up by double digit percentage points this year and financials are the main drivers of growth in these markets. As the pillars of the …

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Callan Periodic Table of Investment Returns: Currency

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The currency market is the largest market in the world with trillions of dollars worth of global currencies traded. This market is larger than equities, oil and bond markets. One of the reasons that currency markets are bigger than equity markets is because central bank are the major participants in the market. On a daily …

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