Wealth and Investing
Investing in Chinese Stocks: What’s Next? Part 3.2 – The performance of Chinese stocks over the last 4 decades (cont’d)
Many companies have seen deeper devaluations, including internet giants BAT – Baidu, Alibaba, Tencent – which were preferred by foreign...
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Investing in Chinese Stocks: What’s Next? Part 3.1 – The performance of Chinese stocks over the last 4 decades
The main indices of the Chinese stock market China is the proven proof that the economy and stock markets are...
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Investing in Chinese Stocks: What’s Next? Part 2 – The Chinese Economic Miracle
China's economic growth has been 9% a year for the past four decades, despite the slowdown in recent years Rising...
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Investing in Chinese Stocks: What’s Next? Part 1 – Overview
Worrying signs. Is the Chinese market investable? The various prophecies of China's collapse since 1990 40 years of China's economic...
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The attraction of investing in the 8 Mega Caps or FAANGM: Part 4 – Learn more about the FAANGM (numbers and indicators)
Main economic and financial indicators Profit margins and revenue growth Earnings Growth Rates Valuation by PER and PCF multiples The...
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The attraction of investment in the 8 Mega Caps or the FAANGM: Part 3 – Get to know the FAANGM better (global, leading and strong MOAT)
Reminder: Performance of the North American stock market with and without FAANGM What is behind and common to the various...
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Financial Markets Outlook 1Q24: Fair priced markets with all eyes on the downward paths of inflation and interest rates by the FED
2023 was an exceptional year for equity markets, especially the US. The S&P 500 rose 24%, erasing losses from 2022....
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The Attraction of Investing in the 8 Mega Caps (or the FAANGM): Part 2 – The Performance of the S&P 500 with and without Mega Caps
The weight of Mega caps in indices Distortions of market/index performance and depth ("breath") Distortions in the valuation of market...
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The Attraction of Investing in the 8 Mega Caps (or the FAANGM): Part 1 – Overview
Introductory note: The value and caveats of the generalizations of the 8 mega caps or the FAANGM What are mega-caps...
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Financial Markets Outlook 2024: US and Japanese stocks gains, and 10-year US bond yields below 4%
2023 in review: Major strides in the battle against inflation in advanced economies, with a controlled impact on growth. Concentration...
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