Asking the Right Questions
Market Recap: Week of July 27th 2015
Market Recap Global equity markets were in the red last week, with the sharp slide in commodity markets providing a worrying signal on the outlook for global growth. In Europe, the FTSE Eurofirst 300 closed down 2.77% for the week, similar to the declines…
Thoughts on valuation & market predictions
In May 2013, I wrote this piece on valuation – Equity Markets: Valuation is in the Eye of the Beholder – which I think might be worth revisiting for anyone querying current valuations in equity markets and the outlook for expected returns. I continue…
Market Recap: Week of July 20th 2015
Market Recap Global equity markets recorded strong gains last week, buoyed by the perceived end to the Greek crisis, as the Greek government conceded to the demands of their creditors to remain in the single currency. In Europe, the FTSE Eurofirst 300 closed up…
Market Recap: Week of July 13th 2015
Market Recap Global equity markets were mixed last week. There were strong gains in Europe on the prospect of a deal being reached between Greece and its creditors, as the Greek government appeared ready to concede to save their position in the single currency….
Market Recap: Week of July 6th 2015
Market Recap Global equity markets were drowning in a sea of red last week as the major European equity indices sold off sharply on Monday, following the weekend’s announcement by the Greek government to hold a referendum on the deal being offered by its…
Retirement Planning Considerations Amidst the Market Noise
The headline news has been dominated by Greece over the last few months, the closure of Greek banks and pictures of queuing pensioners all adding to the sense of fear among ordinary investors planning for retirement. The uncertainty and the risk of contagion across…
Market Recap: Week of June 29th 2015
Market Recap Global equity markets were mixed last week with stellar gains in Europe on the prospect of a deal being reached between Greece and its creditors while US equity markets lagged, weighed down by a stronger US dollar. The greenback recorded its biggest…
Greek ship stranded at sea without a paddle…..
I’ve written on the Greek drama quite a bit recently, as this crisis has been needlessly dragged out and now appears to be heading for a disorderly eruption, the extent of which Europe’s leaders may be underestimating. The decision by the Greek Prime Minister…
Market Recap: Week of June 22nd
Market Recap Global equity markets struggled to gain momentum last week as Greece continued to dominate the headlines, with the Greek banking system now on emergency life support from the ECB. The major US equity indices bucked the trend, as US Fed Chairwoman Janet Yellen…
Investing in local Chinese Equities; akin to riding a moped in China
Investing in local Chinese equities is a bit like riding a moped in China, crowded and very dangerous! Last week, the Shanghai Composite Index of mainland Chinese equities fell 13.3%, the worst weekly decline since 2008. This is the second time this year we’ve…
