The divergence between the economic growth of emerging markets and development markets is projected to continue next year. As in the recent few years, economic growth in emerging economies is estimated to outpace growth in developed economies. The graph below shows the Real GDP Growth for Emerging Asia and Latin America relative to developed markets: …
Continue reading ‘Two-Track Recovery: Emerging Markets vs.Developed Markets’ »
Chinese I.P.O. Frenzy Raises Talk of a Bubble Iceland’s recovery makes case for allowing banks to fail UK: Top ten funds for income investors ‘Before you uncork the champagne,’ here’s Rosenberg’s predictions Why the big move from bonds to stocks is just getting started Why Germany Needs Europe Three top 2010 sectors to own in …
Continue reading ‘Knowledge is Power: Germany, Income Funds, Metal Stocks Edition’ »
During the 1990s investing in tech stocks was fashionable and extremely profitable as the dot-com boom was in full swing. Though most tech stocks did not pay any dividends, investors bet on them for their growth prospects.That strategy worked out well until the party ended. The following graphic shows how six tech stocks produced phenomenal …
In an article earlier this year, I wrote that Canadian banks’ equity is the third worst in the world based on assets to equity ratio quoting a McKinsey Global Institute study. A new research report by Deutsche Bank Research shows that Canadian banks are in worse shape compared to other developed markets’ banks based on …
Continue reading ‘Canadian Banks Are Worse Than U.S. Banks Based On Borrower Concentration Ratio’ »
The charts below the returns on different types of asset classes from 1995 thru 2009: Some takeaways from the charts: For four years since 2004 foreign stocks were the best performers. In the 2008 credit crisis foreign stocks were the worst performers with a loss of about 43%. Last year they yielded the second best …
Continue reading ‘Chart: Asset Class Returns from 1995 to 2009’ »