Singapore Stocks Have Declined Over 25% In One Year

The Singapore equity market has declined strongly due to the slowdown in Chinese economy. Unlike other Asian economies, the city-state of Singapore is highly dependent on China. The benchmark Straits Times Index is down over 11% year-to-date. Over the past one year the index has lost over one-fourth of its value as shown below: Click to …

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The Periodic Table of Emerging Markets 2015

Earlier this month I posted the Callan Periodic Table of Investment Returns for 2015. The following is The Periodic Table of Emerging Markets 2015 which shows the annual returns from 2006 thru 2015: Click to enlarge Source: US Funds Download: The Periodic Table of Emerging Markets 2015 (in pdf) A few observations: Last year the best performing market …

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Knowledge is Power: False Beliefs, Running from Bears, Inequality Edition

Will Oil Prices and Energy Earnings Increase During 2016? (Factset) False beliefs and unhappy endings (OECD Observer) Investor psychology has turned: it’s time to look for opportunities (MoneyWeek) and see What should investors do in a market meltdown? Hold your nerve, rebalance your portfolio, and watch five key indicators for signs of recovery, say experts (This is Money, UK) and Never …

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Is Investing In Poorly Performing Countries Necessarily A Wise Strategy?

Some investors may try to find value stocks in countries which have fallen heavily in one year. However this is always not the wise strategy. Simply because the equity market has declined a lot in one year does not mean the market will produce high returns the following year. This is not only true at …

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The Periodic Table of Commodity Returns For 2015

Similar to the Callan Table for equities, the Periodic Table of Commodity Returns is also a valuable tool for analysis and review of performance of a variety of commodities. The Periodic Table of Commodity Returns For 2015 is shown below. With the major decline in crude oil and other commodities this chart is especially interesting …

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