Equity markets worldwide have had a bad start this year with the S&P 500 down so far about 6% just in one week. Other developed and emerging markets as well are in the red. As this China-induced selloff continues here are some thoughts: China triggered a global selloff last summer also.And then markets recovered as …
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UPDATE: The Callan Periodic Table of Investment Returns 2016: A Review ***(New) Callan Associates recently published their famous Periodic Table of Investment Returns for 2015. This chart shows the importance of diversification. The Callan Periodic Table of Investment Returns for 2015 is shown below: Click to enlarge Source: Callan Associates For example, the S&P 500 total return last year was …
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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’ »
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’ »
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’ »