Global Equity Market Performance

Note the 2013 leaders led in November – Japan,  the U.S. and Germany.   And the dogs remained dogs – Brazil and Russia.

Can you  imagine a strategist just 18 months ago stating Japanese equities would outperform the BRICs by some 6,000 basis points?    He/She would have been laughed off the Street!

We are watching to see if emerging markets rally in December as it may reflect early positioning for a 2014 comeback rally.  Stay tuned.

Click on charts to enlarge and for better resolution

Equity_NovEquity_YTD(click here if charts are not observable)

This entry was posted in Equities and tagged . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.