The Top 10 Global Banks by Assets for 2018 is shown in the chart below. According to the Bloomberg article 9 out of the top 10 banks were Japanese in 1988 before the Nikkei collapsed Before the Global Financial Crisis of 2008, the list was dominated by US and European banks. After the crisis most …
The US equity market is in positive territory with the S&P 500 up by 5.41% YTD. Most of the developed European markets are down so far this year. The Turkey crisis has added more pressure on some of the banks in Europe and the markets in general. Emerging markets have been hit especially hard with …
Continue reading ‘BlackRock: Asian Equity Markets Are Cheap Now’ »
Current Account Balances is an important factor to evaluate the health of an economy. A surplus indicates that the country is in a better financial shape and lends money to other countries. A deficit implies that the country is a debtor to other countries and institutions. The chart below shows the current account balances for …
Continue reading ‘Comparing Current Account Balances Of Select Emerging Countries’ »
Employment protection laws for labor varies countries countries. Countries with flexible labor laws tend to have vibrant economies and strong economic growth. The US is the classic example of this scenario. Among the major developing countries India has the one of the most rigid labor laws as the following chart shows: Click to enlarge …
Diversification is one of the simplest and easiest strategies that retail investors can follow to protect their portfolios from high volatility. Holding a wide variety assets across regions and countries and sectors and avoiding timing the market would go long in generating high returns. Trying to predict which sector will be winner during the next …
Continue reading ‘On the Importance of Diversification During Bear Markets’ »