Brail’z Bovespa is up 10.3% year-to-date while India’s Sensex is up 28.5%. The S&P 500 is up by 7.90% YTD. Click to enlarge On a 5-year basis the S&P 500(in Green) has outperformed both Brazil and India as shown in the chart below. Brazil(in Blue) has lagged India by a significant margin over the …
Continue reading ‘Chart: Comparing the Performance of Bovespa, Sensex and S&P 500’ »
The Canadian economy is highly dependent on the U.S. economy.It is often said that if U.S. sneezes Canada catches cold. However Australia’s economy is not highly tied to the U.S. economy. Australia is dependent on China. Australia is the major exporter of natural resources such as coal, iron ore to China. As the Chinese economy …
Continue reading ‘Chart Review: Canada ETF vs. Australia ETF’ »
The Brazilian equity market as measured by Bovespa is up 13.0% this year due to elections.However in the past 5 years Brazil has been a laggard with the Bovespa actually down by over 4% as shown below: Click to enlarge Source: Yahoo Finance From 1993 the index has soared by an astonishing 241,389% according to …
The Callan Periodic Table of Investment Returns shows the annual returns for 20 years for many categories.It is a valuable tool to show the importance of diversification among asset classes. Similar to the Callan Table the following periodic table shows the annual returns for many single country emerging markets from 2004 thru 2013: Click to enlarge Source: US …
Continue reading ‘Some Observations on The Periodic Table of Emerging Markets 2004-2013’ »
The annual returns of various asset classes vary every year with no one investment category holding the top spot for best performance year after year. The colorful chart below clearly shows that the random pattern of performance. Click to enlarge Source: Vanguard’s Principles for Investing Success, Vanguard