Emerging equity markets have outperformed developed markets so far this year. Major emerging markets such as Brazil, Russia, India, etc. are up by double digit percentage points. China is a laggard with the Shanghai Composite down by 13% as of Sept 9th. Despite the strong returns year-to-date emerging markets are still attractive on a valuation basis …
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Is Facebook an emerging markets play? Or put it another way is investing in Facebook a good way to gain exposure to emerging markets? In my view, Facebook is not an emerging markets play. Here is an excerpt from a recent Bloomberg article on this topic: With Facebook Inc.’s user growth in developing countries soaring, mutual funds …
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The percentage of fiber optic connections in total broadband subscriptions in OECD countries is shown in the chart below. Japan, Korea and Lativa top the ranking. Click to enlarge Source: OECD Compared to the top three countries and Scandinavian countries the US has a long way to go in terms of fiber optic penetration.
Health stocks: beyond politics (Fidelity) Emerging-Market Small Caps: A Distinct Growth Opportunity (Franklin Templeton) Five things investors need to worry about for the rest of 2016 (Financial Post) The great American make-work programme (FT Alphaville) Germany’s massive CA surplus set to decline (DB Research) Dividend sustainability: companies cannot squeeze the lemon forever (Money Observer) Top earners: Why did …
China is building infrastructure not only within the country but also outside of China. Currently two major initiatives are underway to create China’s 21st century silk roads for trade and economic cooperation between the country and rest of the world. 1. China’s Land Silk Road Map This initiative involves building rails, roads and pipelines to …