tLarge cap US firms have substantial exposure to foreign markets In fact, because many US multinationals derive a high proportion of their reviews from overseas markets some investors try to gain exposure to foreign markets by simply owning US stocks. I have never seen a chart showing the US revenue of S&P 500 firms against …
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The auto industry is one of the most important industries in the world. In developed countries such as those in Western Europe and North America, the auto industry is considered as a systematically important industry that gets bailed out even if a company goes bankrupt. However for investors the way to benefit from the industry …
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Investors in US equities are becoming increasingly worried about high valuations as the bull market continues to roar with nothing unable to stop it. From North Korean political tensions to US political drama such as the shutdown, the Russian investigation of manipulation of US elections, etc. stocks seem immune to fall. While investors have focused …
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The Periodic Table of Emerging Markets for 2017 showing the annual returns is shown below: Click to enlarge Source: US Funds Poland was the best performing market last year with a return of over 55%.Due to the oil prices Russia was the worst performing major emerging market with a return of 6.20%. Soaring copper prices …
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The Periodic Table of Commodity Returns for 2017 is shown below. Similar to the Callan chart for equities, this table shows the annual performance of commodities. Click to enlarge Source: US Funds Last year Palladium was the top performer with a return of over 56%. Copper, an important metal that is considered as the barometer …
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