The Top 10 Emerging Markets Equity Returns based on MSCI from 2001 to 2020 are shown in the chart below. South Korea was the top performer due to the boom in tech stocks last year. Samsung for example is the largest constituent in the country’s benchmark KOSPI Index. South Korean chip and electronic firms also …
Continue reading ‘The Top 10 Emerging Markets Equity Returns From 2001 To 2020: Chart’ »
Welcome to Stellantis, the newly created Auto company formed by the merger of Peugeot S.A. and Fiat Chrysler Automobiles N.V. Stellantis will trade on the NYSE from Tuesday (1/19/21) under the ticket STLA. This ticker should not be confused with the ticker TSLA which is for another well-known automaker Tesla. Of course, Tesla’s production output is nowhere near …
Continue reading ‘Say Hi to Stellantis, the New Global Auto Leader’ »
The single country index returns chart for emerging markets was recently updated by Novel Investor for the first half of this year. The best performing marker was China with a return of 3.6% and the worst market was Colombia with a loss around 45%. Chinese equities have held especially well this year as China was …
Continue reading ‘Emerging Markets Performance For First Half 2020: Chart’ »
Emerging markets are different from developed markets in terms of economic cycles. According to Gordon Fraser, portfolio manager at BlackRock there are four different economic cycles in emerging markets.These are sell-off, healing, liquidity on, and activity surge as shown in the chart below: Click to enlarge Source: Are you making this emerging markets mistake?, Money Observer He …
Continue reading ‘Four Economic Cycles of Emerging Markets: Chart’ »
Emerging equity markets are small in size relative to the market capitalization of developed markets. Emerging markets accounted for just over 12% of global market capitalization. Click to enlarge Source: The Curious Case for Emerging Markets by Philip Huber at bpsandpieces From an opportunity standpoint, the emerging universe is huge with over 6,000 stocks in the 24 …
Continue reading ‘On The Relative Size Of Emerging Markets To Developed Markets’ »