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), […]
The Barron’s 400: Tangible Growth In a Metaverse World
U.S. markets threw a small tantrum on the last trading day of November when Federal Reserve chairman Jerome Powell suggested, in testimony before Congress, that the central bank might accelerate the pace at which it tapers off its monthly asset purchases. Such a move would not only remove excess liquidity sloshing around global markets more […]
China’s New Economy: A Source of Uncorrelated Equity Returns (Australian Edition)
Given the lackluster performance of Chinese equities in 2021, Australian investors may be questioning the value of having a dedicated exposure to the asset class in their portfolios. The CSI 300 Index, a benchmark of the largest companies in China that trade exclusively on domestic exchanges in Shanghai and Shenzhen, was down 1.7% through October, […]
VanEck Europe Taps MarketGrader for New China ESG UCITS ETF
We’re very excited to announce our latest collaboration with VanEck—the first one with VanEck Europe—which expands the list of China-focused ETFs tracking a MarketGrader Index to three. The new VanEck Vectors New China ESG UCITS ETF, which listed yesterday on the London Stock Exchange and Xetra Deutsche Borse, tracks the MarketGrader New China ESG Index. […]
Stellar Earnings Season for Global Health Care Suggests Stocks Have Room to Run
Health Care stocks have quietly posted some of the best returns among all developed market sectors this year, matching the broad benchmark returns in what has been a solid year for equity markets around the world. The S&P Global 1200 Index gained 23.5% through the end of August, while the MSCI World Index rose 24.5% […]
The World’s Digital Transformation Is ‘Made in India’
India’s economy, the sixth largest in the world, is expected to grow 9.6% this year after a decline of 7.3% in 2020, according to economists’ estimates collected by FactSet. While it’s true that 2020’s depressed numbers make for a relatively easy comparison, the economy is also projected to grow 7% in 2022 and 6.4% in […]
MarketGrader’s China New Economy Index Is at its Most Attractive Valuation in Two and a Half Years
The CSI MarketGrader China New Economy Index (CNE) managed to avoid the worst of the fallout from rout in the education and technology stocks that have been in Chinese regulators’ crosshairs in the last two weeks. Despite this, the Index has fallen steeply along with most Chinese equities traded globally in the last week and […]
G-Bits Stands Out Among China’s Smaller Gaming Firms
The current joke in the Chinese gaming industry says, “there are only three gaming companies in China: Tencent Games, NetEase Games, and ‘Others.’” The cruel reality is that together, Tencent and NetEase hold 70% of the country’s gaming market share, while the remaining 30% of the market is divided among hundreds of companies. Among the […]
Indian Stocks Defy the Country’s Tragic Covid Surge on Expectations of a Powerful Recovery
While Chinese equities usually get most of the headlines among emerging markets, India has been quietly making the case for being the best performing large emerging market globally in the last year. India’s strong performance has coincided, through April 30th, with the one-year anniversary of the MarketGrader India-All Cap Growth Leaders Index (MGINGROW) as the […]
