How Do MarketGrader’s Smart Beta Indexes Stack Up Against Active Managers?
We reported recently on the stellar performance of the MarketGrader Indexes in 2024, when a majority of them beat their passive benchmarks. However, many investors don’t follow the benchmark, with almost 50% of all assets in global equity funds still invested in actively managed funds[1]. And given that our index methodology centers on stock selection […]
Combination of Superb ‘GARP + Quality’ Grades and Surging Sentiment Makes Garmin (GRMN) our Favorite Holiday Stock
Garmin (NYSE: GRMN), a leader in GPS-enabled navigation, communication, and information devices has been one of our favorite stocks for years. Since MarketGrader started covering the company in February 2004, almost 25 years ago, we have given it a ‘Buy’ or ‘Hold’ rating—based on our 24-factor ‘GARP + Quality’ analysis—86.4% of the time, which amounts […]
Chinese Sports Apparel Brands Challenge Global Giants in Home Market
ANTA Sports Products and BIEM.L. FDLKK Garment Co. are clear beneficiaries of Chinese consumers’ shift toward domestic brands.
China’s Economy Is Transforming – Not in Secular Decline
Investors in Chinese equities should move past macroeconomic concerns and focus instead on the country’s technological transformation.
Three Stock Ideas From MarketGrader In 2023
In 2022 investors rediscovered the importance of capital allocation when money is no longer free. This theme will continue to play out throughout 2023, which we see as a positive development that will sustain a healthier stock market for years if central bankers and regulators allow it. So rather than agonize about how far the […]
Chinese Equities: Positioned for a Rebound
Part 1 of 3. The Tactical Case for China With 2022 coming to an end, global equity investors will be happy to bid farewell to what has been one of the most challenging years in the past two decades. The global repricing of risk assets as a result of tighter monetary policies emanating from most […]
Private Pension Plans: A New Tailwind for Chinese Equities
For most investors in Chinese stocks, 2022’s first half was mostly about the government’s zero-Covid policy and the country’s decelerating economy, and for good reason as we have written before. However, for long-term investors, the most significant news out of China in 2022 could prove to be the April launch of the long-anticipated “third pillar” […]
Policy Mistakes Trip Chinese Markets
China’s Damaging Lockdowns Are Informed by Hong Kong’s Deadly Experience Stock market routs in China have usually been preceded by policy mistakes and the latest one is no exception. Government policy mistakes are not limited to China, of course. The world’s current bout of inflation, its worst in 40 years, has been largely a result […]
Indian Stocks Outshine Chinese and Emerging Market Equities in 2021
In what proved to be a challenging year for emerging markets, especially China, India stood out as one of the world’s best investment destinations in 2021. Indian equities performed almost on par with U.S. equities, last year’s standout among the world’s main stock markets. MarketGrader’s India benchmark, the MarketGrader India All-Cap Growth Leaders Index (MGINGROW), […]
