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’ »
European equities are attractive now relative to Asia-Pacific excluding Japan and US equities based on cyclically-adjusted P/E ratio. As the chart below shows the ratio is at 2009 levels for European stocks. Click to enlarge Source: EuroView: Rotation, earnings recovery and a view from the US, Schroder’s According to the above report by Schroder’s, in the past stocks …
Continue reading ‘European Stocks Are Attractive Based on CAPE Ratio’ »
Railroad stocks are performing very well in the past few months. North American railroads were in doldrums last year for many months as it seemed like all the industries they are involved with were struggling. However those days were some of the best time to pick up the railroad stocks. As the 1-year chart below …