Knowledge is Power: China Conundrum, Laying Brics, Market Volatility Edition

Sector Diversification: A Better Way to Track the Chinese Equity Market? (S&P Indexology) 3 Ways Your Portfolio Could Be Too Complex (Schwab) Why Netflix won’t work in India (The Hindu Business Line) China’s Conundrum (Mark Mobius) Investors, fasten your seat belts — we’re entering a period of ‘irrational pessimism’ and Think this week’s market turmoil was brutal? …

Continue reading ‘Knowledge is Power: China Conundrum, Laying Brics, Market Volatility Edition’ »

The Big Mac Index vs. The Little Mac Index

Price comparison of the same product across countries is an interesting analysis to see how products are cheaper or costly in various countries. The Economist’s famous Big Mac Index uses the Big Mac burger of McDonald’s for this comparison. CFR tried a different approach using Apple’s iPad minis. Their research shows that the average price …

Continue reading ‘The Big Mac Index vs. The Little Mac Index’ »

Credit Suisse: US Firms May Not Be Able To Increase Dividends Further

Over the past few years investors hungry for yield have piled onto dividend paying US stocks. While companies have increased dividends in recent years the party may not continue. According to an article by Credit Suisse, the scope for further dividend increases by US companies is getting narrow. From the article: Flush with cash and lacking …

Continue reading ‘Credit Suisse: US Firms May Not Be Able To Increase Dividends Further’ »

Why iShares UK ETF is the Wrong Way To Gain Exposure to the UK Economic Recovery

The iShares UK ETF(EWU) is the wrong way to gain exposure to the UK economic recovery because of the unique structure of the British equity market.For most countries, the single country ETF such as the EWS for Singapore is the best way to gain exposure to that market. However that logic should not be be …

Continue reading ‘Why iShares UK ETF is the Wrong Way To Gain Exposure to the UK Economic Recovery’ »

The Global Retirement Landscape 2015

Pension systems around in the around are going through tremendous changes. In more and more countries, employers are moving towards Defined Contribution (DC) plans from Defined Benefit (DB) plans. DC plans are advantageous to employers are it transfers more risk in payments to employees. For example, in DC plans employees save a portion of their …

Continue reading ‘The Global Retirement Landscape 2015’ »