One of the equity strategy topics that I discuss here often is the concept of ‘Market Timing’. This involves simply buying stocks when the market is down and then selling them when the market is at the top. Sounds simple. But if it were that easy then everyone would be a millionaire. In reality, timing the market …
Continue reading ‘Does Market Timing Work In Emerging Markets?’ »
Every year Global Finance magazine publishes the list of world’s best banks. This years ranking was published recently. The full list of banks and additional details will be released in May. From the press release: Global Finance, founded in 1987, has a circulation of 50,050 and readers in 180 countries. Global Finance’s audience includes senior …
Continue reading ‘The World’s Best Developed Markets Banks 2016’ »
Professor John Ross is Senior Fellow at Chongyang Institute for Financial Studies, Renmin University of China and runs a blog called Key Trends in Globalisation. His work regularly appears in Chinese and Western media. In an article posted yesterday he argues that economic hard landings have occurred in the past in Western economies and not in China. In …
The FTSE/JSE All Share Index is the benchmark index of the South African equity market. According to the index provider FTSE: The FTSE/JSE All-Share Index represents 99% of the full market capital value i.e. before the application of any investability weightings, of all ordinary securities listed on the main board of the JSE, subject to minimum …
Continue reading ‘South Africa’s FTSE JSE All Share Index: Revenue Exposure by Country’ »
Developing countries are home about 80% to the world’s population. For example, the population of China and India alone are approximately 1.35 bn and 1.25 bn respectively. According to a research report John McArthur and Krista Rasmussen of Brookings, 98% of world’s hungry people live in the developing countries. 78% of the harvested croplands are also in …
Continue reading ‘Three Charts On The Food Grown By Developing Countries’ »