Canadian bank stocks are a favorite for many domestic and foreign investors for many reasons. For example, they offer solid stable growth, pay decent consistent and dividends, etc. During the global financial most of the Canadian banks were largely unscathed. However despite the many positive factors investors need to be cautious of Canadian banks according …
Continue reading ‘Should Investors Avoid Canadian Banks Now?’ »
U.S. stocks are expensive based on the forward P/E ratio. According to Factset, the current ratio of 17.6 is higher than the averages reached in 5, 10, 15 and 20 years. Click to enlarge Source: Factset
One of the topics that I have written many times on this blog is the concept of Market Timing. This strategy involves selling at market peaks and buying at market lows. While this sounds pretty simple, obviously it is impossible to execute for any investor. If it was so easy to do, then everyone will …
Continue reading ‘Why Market Timing Does Not Work: A UK Example’ »
The widely used benchmark for emerging markets from provider MSCI has changed substantially in recent years. As emerging markets evolve the index weightings changes accordingly. The graphic below shows the comparison of country and sector weights of the MSCI Emerging Markets Index in 2008 and 2016: Click to enlarge Source: Active Viewpoint: Global Emerging Markets, Martin Currie …
Continue reading ‘Composition of MSCI Emerging Markets Index 2008 vs. 2016’ »