Performance Review
The Five Best and Worst Performing Latin American ADRs YTD
Most of the emerging market equity indices are down so far this year. In addition to domestic factors, the European debt crisis and worries about the state of the global economy have pulled down emerging markets. Emerging markets such as Brazil, Peru and Chile are off by double digits YTD. The MSCI index returns for [...]
Country Indices Annual Returns from 2001 to 2010
The periodic table of investment returns for country indices annual returns from 2001 to 2010 are shown in the chart below: Click to enlarge Source: Skloff Financial Group Some observations: In the Global Financial Crisis (GFC) of 2008, the BRIC countries were some of the hardest hit countries with the Russian market loosing nearly [...]
Some Bailed Out Global Banks May Require Bailout Again
At the height of the global financial crisis in 2008 many banks in the developed world were on the edge of failure. To protect the financial system from total collapse, governments bailed out most of these institutions by injecting billions of dollars in capital. Some of these banks were bailed out by foreign banks and [...]
U.S. Stocks Holding Up Well Relative To Foreign Stocks YTD
The chart below shows the year-to-date(YTD) performance of the S&P 500 and the major indices of most global markets: Click to enlarge Some observations: With a loss of 4.6% YTD for the S&P 500, U.S. stocks are relatively performing better than the stocks of other developed economies. Equities in Italy and Spain have entered the [...]
Comparing Equity Market Performance: Russia vs. Other BRICs, US and UK
In the past 12 months, the Russian equity market has outperformed the markets of Brazil, India and China. In addition, the RTS Index has also outperformed the U.S. and UK markets. From INVESTMENT EXTRA: A bull market for the Russian bear: Robin Geffen, fund manager and chief executive of Neptune Investment Management notes the following [...]
Performance Comparison: Peru and Colombia Top Brazil
Brazil is one of the perennial favorite emerging market destination for many investors. However in terms of equity market performance, the smaller Latin American economies of Peru and Colombia beat Brazil over the 5-year term. In a recent Trustnet (UK) article Fidelity manager Alex Duffy noted: “Despite the fact that Brazil is the largest economy [...]
