The periodic table of investment returns for country indices annual returns from 2001 to 2010 are shown in the chart below: Click to enlarge Source: Skloff Financial Group Some observations: In the Global Financial Crisis (GFC) of 2008, the BRIC countries were some of the hardest hit countries with the Russian market loosing nearly …
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Mr.Warren Buffett is one of the US billionaires and chairman of the Berkshire Hathaway Inc. Ms.Elizabeth Warren is an attorney, Harvard law professor, and a United States Senate candidate. I came across an interesting article with the same title as above by John DeFeo in TheStreet.com The reason for Warren’s newfound Internet stardom is simple. …
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In an increasingly globalized world, the dominance of the US over the global economy is declining. For example, in the past six years the U.S. share of total global market capitalization has fallen from an average of 57% in 2003 to 49% currently according to a report by Morgan Stanley. Much of this weight has …
Continue reading ‘Why Emerging Markets Are Attractive Relative To Developed Markets’ »
The term “emerging markets” has lost its meaning over the years due to many reasons. Some countries categorized as emerging countries are actually well developed. For example, MSCI considers the developed countries of Taiwan and South Korea to be emerging countries for technical reasons. The political and economic systems of these countries are equal if …
Continue reading ‘Standish: Emerging Markets Should Be Called ASTERISCS’ »
The US banking industry is still suffering from many fronts despite the billions of dollars in bailouts in the past few years. Accordingly investors are dumping bank stocks with no end in sight. Today Bank of America (BAC), one of the super-banks fighting for investors’ respect, reached a new low of $5.52. Like Citigroup (C), …
Continue reading ‘Goldman Sachs: Correlation Between US and European Banks Rising Dramatically’ »