The Importance of Manufacturing Sector To a Country’s Economy

The services sector accounts for a major portion of the economy in most developed countries. On the other hand, emerging market economies s are characterized by a mixture of natural resources, services and manufacturing with individual countries having varying portions of each. For example, the U.S. is world’s largest economy at about $15.0 Trillion. But …

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Stock Market Participation Rates Across Countries

For many years I have been wondering about the stock market participation rates across countries. At a high level we know that certain countries have high level of participation while in some countries the participate rate is negligible and in some it is average.For example, we can expect people in developed countries to participate more …

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Should You Invest In Japanese Stocks?

Global investors tend to avoid the Japanese stock  despite the country having one of the largest economies in the world. I have also ignored Japan for many years now. However in recent months I have been looking more deeply into the Japanese equity market for potential investment opportunities. From the Ahead of the Tape column …

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Buy the Regionals and Ignore Super Banks

Regional banks have recovered strongly and are performing much better than the four banks. According to a recent article in the journal regionals are increasing lending and accordingly earnings are growing rapidly. The 4th quarter 2012 earnings reported so far by some of these banks are cheering investors who are bidding up the stocks prices. …

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