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Author Archives: macromon
U.S. Sector ETF Performance – March 13
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Who’s Exposed to China?
Good piece over at the FT’s beyondbrics blog on which emerging markets are exposed to China. The table below looks at non-farm commodity exports (NFC) and share of exports to China as a percent of GDP. The higher the score … Continue reading
Posted in BRICs, China, Commodities
Tagged China, Commodities, Emerging Markets, Exports, FT, Schroders
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Daily Risk Monitor – March 11
Click on table to enlarge and for better resolution (click here if table is not observable)
Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Peformance, Stocks
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U.S. Sector ETF Performance – March 11
(click here if charts are not observable)
Daily Risk Monitor – March 10
Click on table to enlarge and for better resolution (click here if table is not observable)
Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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U.S. Sector ETF Performance – March 10
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There’s value in emerging markets – FT
In the second of a two-part series, London Business School’s Elroy Dimson tells John Authers that value investing works better in emerging markets than in the developed world — but the premiums for small companies and for momentum are much … Continue reading
Sector ETF Technical Analysis – March 7
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Daily Risk Monitor – March 7
Click on table to enlarge and for better resolution (click here if table is not observable)
Posted in Daily Risk Monitor
Tagged bonds, Currencies, Global equity markets, Performance, Stocks
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U.S. Sector ETF Performance – March 7
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