Five Risks of the MSCI Emerging Markets Index

The MSCI Emerging Markets Index is one of the most popular indices for tracking the performance of emerging markets. Many ETFs and mutual funds are benchmarking against this index. The index is comprised of 1,424 companies across 24 emerging markets. The performance of the index relative to the MSCI World and MSCI ACWI indices over from May,2006  …

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U.S. Banks vs. European Banks – Equity Performance Gap Since 2007

European bank stocks are recovering after a decade of disastrous performance. While US banks have recovered from the Global Financial Crisis(GFC) and also the Covid pandemic, banks from Europe barely survived. In addition to these, some of the other factors that crushed European lenders include the many years and iterations of sovereign debt crisis, money …

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The Make-Up of the US Equity Market Over the Past 200 Years

The US equity market has changed dramatically over the past 200 years. In the early days of the founding of the equity market, financials particularly the banks were the only listed companies. Then in the early 19th century transportation stocks especially railroads were the dominant sector in the market. This was followed by energy and …

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Railroad Stocks Offer Excellent Long-Term Investment Opportunities

One of the best sectors to invest for the long-term is the North American railroad sector. Railroad stocks offer many unique advantages over stocks from other sectors. For instance, the industry is dominated by a handful of companies effectively making it an oligopoly. Moreover for many shippers or locations, railroad companies are a monopoly. I …

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