One of the topics that I have covered many times on this blog is the benefits of international diversification. No country or region is the top performing consistently year after year. So while the U.S. market has done well in recent years, over time other markets have been top perfomers in one year than the U.S. …
Continue reading ‘International Investing: Why Diversify Across Borders?’ »
Credit Suisse published the latest edition of their famous Credit Suisse Global Investment Returns Yearbook 2017 last month. Unlike the previous years, the free version available online is this year is the summary edition. Investors can find a fascinating collection of investment stats in this yearbook. The following are two charts from this year’s edition. 1.Relative Sizes …
Continue reading ‘Credit Suisse Global Investment Returns Yearbook 2017: A Short Review’ »
The British equity market has recovered strongly since the Brexit decision early last year. One of the main reason for the resilence of British stocks is that most of the revenues of the FTSE 100 firms come from abroad. As a result, the FTSE 100 firms are dependent on the economies of foreign countries than …
Continue reading ‘FTSE 100 Exposure by Geographic Revenue vs. Domicile’ »
The following is a simple chart showing potential winners and loser’s from Trump’s policies: Source: Evaluating the Trump Effect on Global Equities by Mark Phelps, Dev Chakrabarti, AB Blog, Mar 2, 2017 According to the authors of the above article, US small and mid-caps appear attractive based on three major variables—tax cuts, tariffs and the …
Continue reading ‘Potential Winners and Losers from Trump’s Policies’ »
China is one of the major emerging countries in the world. As the country is a major consumer of many global commodities and is a top exporter of cheap goods to most developed countries, China plays an important role in the global economy. Since China is also a major holder US debt chnages in the Chinese …
Continue reading ‘China vs. USA and World: Select Metrics 2013-2016’ »