Archive of entries posted by David Hunkar

Contribution to Global GDP by Select Countries

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The contribution to global GDP by select countries is shown in the chart below. The US accounts for the largest portion of the world’s GDP. Click to enlarge Source: Out!, Compass 23, 16, Barclays The UK accounts for less than 5% of the GDP. Since the British economy is so small at a global level all the …

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Home Bias In Investors’ Equity Portfolio Allocation Across Countries

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Investors across the world tend to biased towards their own country’s equity markets and accordingly overweight their portfolios with domestic stocks. However this home bias strategy can adversely affect an investor’s returns due to lack of diversification and depending too much on the domestic equities. The chart below shows how the home bias issue varies …

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Emerging Markets Are Back. Here Are Ten Stocks To Consider

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Emerging markets are hot this year as global investors are attracted to their for their higher growth potential and yields in some cases. With growth stagnating in the developed world especially in Europe it is not surprise that investors are turning their attention back to emerging markets. In the past few years emerging market stocks …

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Knowledge is Power: Fordlandia, Bond ETFs, Weapons R Us Edition

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Oil’s Price Rise Boosts All Equity Sectors, But One (S&P Indexology Blog) Costly cures: the US drug pricing conundrum (Schroder’s) and  Cut Health Costs or Help Workers. You Can’t Do Both. (Bloomberg) Lottery madness (Statistical Ideas Blog) Five charts that tell you when the stock market bubble will burst (Money Observer) Demystifying bond ETFs (Fidelity) Lost …

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