European stocks are projected to beat US stocks this year, according to an article in Bloomberg yesterday quoting Goldman Sachs. From the article: European equities will catch up to their U.S. peers once the uncertainty surrounding near-term elections is lifted, according to Goldman Sachs Group Inc. The Stoxx Europe 600 Index will return 8 percent …
Continue reading ‘Goldman: European Stocks May Outperform US Stocks This Year’ »
The Dow Jones hitting the 20,000 mark was big news in the media last week. While the Dow is popular, the S&P 500 is more representative of the broader US economy. According to an article by Brian Levitt at Oppenheimer Funds, the S&P 500 has had 964 new highs since its inception in 1957. In …
Global trade has become the focus of attention in recent weeks with President Trump’s proposed plan to implement 20% tariffs on good imported into the US from Mexico. Emerging countries depend on exports to developed countries since developed countries are major consumers of goods produced cheaply in emerging countries. Countries such as China are major …
Continue reading ‘Which Emerging Countries Are Most Exposed To The US ?’ »
Investing in commodities is not suitable for most retail investors despite pushing them as an asset class to own. Just like stocks and bonds, hundreds of ETFs, mutual funds and other instruments exist to invest in them. Commodity investing is probably the 2nd most risky proposition after currency trading/investing. This is because unlike stocks or …
Continue reading ‘The Periodic Table of Commodity Returns 2007 Thru 2016’ »
The Periodic Table of Emerging Markets for 2016 is shown in the chart below: Click to enlarge Source: US Funds Brazil was the top performing market last year with a 69% return followed by Peru. Among the BRICs, China and India were basically flat. This chart also shows that no country is a top market …
Continue reading ‘The Periodic Table of Emerging Markets 2016’ »