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 …
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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’ »
The Dogs of the Dow is an investment strategy that involves picking annually the ten highest dividend-paying Dow Jones Industrial Average stocks. Applying this theory to the British equity market, the Dogs of the FTSE 100 strategy selects the 10 FTSE 100 stocks with the highest dividend yields. This strategy has worked out well in the past in …
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Fact of the Week: About 75% of mining companies global are headquatered in Toronto, Canada With US stocks running hot, more investors are looking to these longtime losers (CNBC) and see A global rally may be a win-win for stock investors (Fidelity) How Japan has almost eradicated gun crime (BBC) Toronto’s buried history: the dark story …