Corporations are doing well post Covid 2021
Individuals and governments are less well in 2021
Precursors to political troubles in 2021
Where is a political weak spot emerging world or developed world?
Left political forces are on the rise
Where is globalisation next leg
Disglobalisation to continue
Economic contraction from Deurbanisation will be offset by technology gains
A real ecological sense emerges
Climate change to gain more focus
Ecology means technology
Healthcare is in focus
Global leadership gets older
Z and Y generation will make their choices
Z and Y generation inherits record budget deficits
Education is a basic commodity
Empire building is at rest
Entertainment is rare
Family in focus
Recent Strategy Chart Art
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Average Sovereign GEM Yields (USD)
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Average Sov. Dev. Markets Yields (blended currency)
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Average UST Yield
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Average Sovereign Local Currency Yields (USD)
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Choose A Country
Airlines: 5 Ultra-Popular Stocks to Avoid Like the Plague in February Motley Fool US stocks gain with oil, airline shares leading The Straits Times
| ARGENTINA: Five Hong Kong stocks most at risk of reversal as holiday pauses inflows South China Morning Post EMERGING MARKETS-Latam FX rises with focus on U.S. stimulus plan Reuters
| AUSTRALIA: S&P/ASX 200 lifts, Brent crusde tops tops $US60, Vocus surges on takeover The Australian A Tighter Relationship between US and Australian Equities ... ShareCafe
| AUSTRIA: The incredible backdrop to the global stock-market rally — profits are flat since 2008 MarketWatch European Equities: A Busy Economic Calendar and US Stimulus ... FX Empire
| BAHRAIN:
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BELGIUM: Belgium Wealth Management Market Report- Set for Remarkable Growth, To Grow | ING Belgium, BNP Paribas Fortis The Courier European Equities: German Factory Orders and U.S Nonfarms in Focus Yahoo Finance
| BRAZIL: Brazil braced for IPO spree this year after bumper 2020 Financial Times EWZ: Brazilian Equities Are Not Worth The Risk Seeking Alpha
| BRITAIN: UK listings review is about more than the stock market Financial Times Global Stocks Hit Record as Bonds Slip; Oil Rises: Markets Wrap Bloomberg
| CANADA: Young Investors: 3 TSX Stocks to Hold Forever The Motley Fool Canada A Top Canadian Dividend Stock to Buy Now! The Motley Fool Canada
| CHILE:
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CHINA: China’s struggle to control stock bubble offers lessons in investor mania Financial Times China Stocks Slump Most in Three Weeks on Valuation Concerns Bloomberg
| COLOMBIA: EMERGING MARKETS-Latam FX rises with focus on U.S. stimulus plan Reuters EMERGING MARKETS-Latam FX index rises for the first time this year on recovery hopes Reuters
| Consumer Entertainment: 11 Defensive Stocks to Buy Now for Harder Times Later Kiplinger's Personal Finance Stocks making the biggest moves midday: GameStop, Bed Bath & Beyond, Carnival and more CNBC
| CZECH: CEE MARKETS-Forint weakens as investors take profit, stocks firm Nasdaq CEE MARKETS-Stocks drop, crown retreats after temporary breach of key level Reuters
| DENMARK: Nasdaq at 50: The company behind the tech-heavy stock index reinvents itself as a financial-tech heavyweight Fortune ?Sampension blames its equities portfolio structure for hit last spring IPE.com
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EGYPT: Egyptian stocks outperform in rising Middle Eastern markets Reuters AM Weekly Market Commentary - February 5, 2021 african-markets.com
| FINLAND: Nasdaq at 50: The company behind the tech-stock index reinvents itself as a financial-tech heavyweight Fortune Akzo Nobel concedes to PPG in battle over Finland's Tikkurila Yahoo Finance
| FRANCE:
| GERMANY: European Equities: German Industrial Production, Draghi, and ... FX Empire European Equities: German Factory Orders and US Nonfarms in Focus FX Empire
| GREECE: Chart of the day: The best and worst performing markets in Jan Citywire Financial Publishers Greece to sign revised contract with Canadian miner Eldorado on Friday Yahoo Finance
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HONG KONG: Hong Kong Stocks Are About to Lose Biggest Source of Funds Bloomberg Supportive policies positive for Chinese equities Hong Kong Standard
| HUNGARY: CEE MARKETS-Forint weakens as investors take profit, stocks firm Nasdaq OUTLOOK 2021 Hungary bne IntelliNews
| INDIA: India's stock market now 7th biggest in the world as BSE m-cap surges to $2.7 trillion ET Now Indian shares close at record highs, rise for sixth straight day Reuters
| INDONESIA: EMERGING MARKETS-Most Asian currencies strengthen as dollar holds soft tone Reuters Emerging Markets: Thailand and Indonesia make good gains as ... The Star Online
| IRELAND:
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ISRAEL: Covid-19 Vaccinations Give Shot in Arm to Israeli Stocks The Wall Street Journal Israel and UAE propel their equities to top with speedy vaccine rollouts Business Day
| ITALY: Global equities set another record high as rally resumes Financial Times European Equities: German Industrial Production, Draghi, and ... FX Empire
| JAPAN: Japan’s Topix stock index closes at highest level since 1991 Financial Times Pension fund that mimics world's largest boosts ESG stocks The Japan Times
| KAZAKHSTAN: Uranium stocks show strength atop Reddit-fueled metals market ... S&P Global Oil prices rise to near 11-month highs after Saudi blast reports Livemint
| LEBANON: Daily News 08 / 02 / 2021 EU News Lebanese prosecutor questions c.bank governor after Swiss request, source says Yahoo Finance
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MALAYSIA:
| MEXICO: U.S. stimulus to boost Mexico; LatAm stocks to outperform in short term: UBS Reuters EMERGING MARKETS-Mexico peso hits 2-wk low after president tests positive for COVID-19 Reuters
| NETHERLANDS:
| NEW ZEALAND: Asian equities rise, ignore US NFP - MarketPulseMarketPulse MarketPulse PRECIOUS- Gold listless as dollar steadies and equities gain Nasdaq
| NIGERIA: Nigeria’s stock market rally is not built to last The Africa Report Nigeria: Stock Market Sheds N368 Billion As Investors Take Profit AllAfrica.com
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NORWAY: Norway's sovereign wealth fund gains more than £90bn during 2020 The Guardian ?Norwegian SWF bumps into equities ceiling after 42% tech stocks ... IPE.com
| OMAN: Saudi Arabian Shares Lead Gulf Gains on Oil, Earnings: Inside EM Bloomberg Qatar's first IPO since 2019 sees shares in QLM soar 24% gulfbusiness.com
| PAKISTAN: PSX: Stocks lose 226 points owing to selling pressure Daily Times PSX: Stocks fall flat owing to dull market activity Daily Times
| PERU: Peru inks deal with Pfizer for 20 million doses of coronavirus vaccine Yahoo Finance EMERGING MARKETS-Latam currencies edge higher with focus on U.S. stimulus plan Reuters
| PHILIPPINES: Composition of PSEi remains intact in latest index review pna.gov.ph EMERGING MARKETS-Philippine stocks drop on virus fears, banks drag Malaysian shares Reuters
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POLAND: CEE MARKETS-Forint weakens as investors take profit, stocks firm Nasdaq CEE MARKETS-Stocks drop, crown retreats after temporary breach of key level Reuters
| PORTUGAL: 2020 - A year to remember? The Portugal News Validea's Top Five Financial Stocks Based On Joseph Piotroski - 2/7/2021 Nasdaq
| QATAR: Qatar shares inch near 10,500 on global cues Gulf Times Domestic institutions increasingly turn net buyers on Qatar bourse Gulf Times
| QATAR: Qatar shares inch near 10,500 on global cues Gulf Times Domestic institutions increasingly turn net buyers on Qatar bourse Gulf Times
| ROMANIA: 10 Years of Great Achievements for Fondul Proprietatea Since Its Listing on BVB Business Review UPDATE 1-CEE MARKETS-Zloty eases after Polish cenbank keeps rates steady Reuters
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RUSSIA: Rouble hits over 2-week high as rising oil prices outweigh sanction risks Nasdaq UPDATE 1-Russian rouble hits more than one-month low as geopolitical risks bite Reuters
| SINGAPORE: Singapore shares open higher on Monday; STI up 0.3% The Business Times Singapore equities fall on Thursday, STI down 0.8% The Business Times
| SOUTH AFRICA: U.S. stock futures rise following Wall Street's best week since November CNBC Find the silver investment-lining in 2021 Independent Online
| SOUTH KOREA: The Country With the World's Longest Short-Selling Ban Is Risking a ... Bloomberg Asian equities see outflows in January on worries over valuations, COVID-19 cases Hellenic Shipping News Worldwide
| SPAIN: In review: capital markets law in Spain Lexology European Equities: Economic Data and COVID-19 in Focus FX Empire
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SWEDEN: Boerse Stuttgart opens Nordic Growth Market trading segment for ... Finextra Nasdaq at 50: The company behind the tech-heavy stock index reinvents itself as a financial-tech heavyweight Fortune
| SWITZERLAND: Trading of Swiss shares in London expected to resume within days Financial Times Green Light for Swiss Equities in London finews.com
| TAIWAN: EMERGING MARKETS-Most Asian currencies strengthen as dollar holds soft tone Reuters EMERGING MARKETS-Taiwan dollar extends rally; most other Asian currencies strengthen Nasdaq
| THAILAND:
| TURKEY:
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UAE: Dubai’s largest bank positive about UAE equity markets in 2021 Khaleej Times Dubai Stocks Disconnect From Emerging Peers on Tourism Blows Bloomberg
| UKRAINE: Ukraine in talks with India on COVID-19 vaccine supply -Interfax Yahoo Finance Ukraine secures 12 million AstraZeneca, Novavax COVID-19 vaccine doses: Zelenskiy Yahoo Finance
| UNITED STATES: US equities notch best week since November Independent S&P, Nasdaq hit records, but investors eye possible market stress Aljazeera.com
| VIETNAM: LG Display raises investment at Vietnam factory by $750 million to $3.25 billion: media Yahoo Finance Asian equities rise, ignore US NFP - MarketPulseMarketPulse MarketPulse
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Comment
Monthly performance is between 2021-01-01 and 2020-12-01
Best global markets YTD EFM ASIA +25.93%, USA +19.22%, EM (EMERGING MARKETS) +15.84%,
While worst global markets YTD EM LATIN AMERICA -15.97%, FM (FRONTIER MARKETS) -2.45%, EUROPE 3.14%,
Best global markets last month EM LATIN AMERICA +7.17%, EM (EMERGING MARKETS) +5.50%, EFM ASIA +5.47%,
While worst global markets last month USA 2.93%, EUROPE 3.37%, FM (FRONTIER MARKETS) 5.05%,
US equities notch best week since November Independent US equities: broken signal Financial Times Goldman says stay overweight U.S. equities, Bitcoin not an investable asset class in a portfolio Yahoo Finance Life-After-Stimulus Question Has Emerging-Market Traders on Edge Bloomberg Money Pours Into Emerging Markets. What It Means For Investors. Barron's Analysis: Food price spikes see inflation rear its head in emerging markets Reuters China stocks end higher on market reform cheer, easing virus worries Reuters China, Hong Kong stocks rise as virus worries ease Nasdaq Asia-Pacific stocks mostly rise; China announces new anti-monopoly rules aimed at tech giants CNBC European Equities: German Industrial Production, Draghi, and ... FX Empire European equities open higher to start the day - ForexLive ForexLive IW's European Equities webinar: How to stay in sync with the cycle ... Investment Week Is A Career In Oil Still A Safe Bet OilPrice.com Tightening Oil Supplies Inject New Momentum Into Price Rally The Wall Street Journal Oil prices climb back to pre-pandemic levels BBC News Global Steel Price Rally Will Be Short-Lived - Fitch Fitch Ratings Domestic steel prices to come under pressure The Hindu BusinessLine Buy Tata Steel, target price Rs 715: Motilal Oswal Economic Times Gold price today jumps to Rs 50,410 per 10 gm, silver at Rs 68,700 a kg Business Standard Gold prices today fall for 5th time in 6 days, down ?9000 from record highs Livemint Gold Price Today: Gold rises Rs 94; silver jumps Rs 340 India TV
Best last month among various countries' equity markets were ZIMBABWE +42.75%, COLOMBIA +20.17%, TRINIDAD AND TOBAGO +19.68%, LEBANON +17.58%, TURKEY +16.57%, KOREA +13.37%, BANGLADESH +11.72%, PORTUGAL +10.93%, CZECH REPUBLIC +10.77%, KAZAKHSTAN +10.26%,
While worst last month among various countries' equity markets were EGYPT -3.17%, BAHRAIN -2.86%, QATAR -0.45%, SAUDI ARABIA DOMESTIC -0.08%, NEW ZEALAND 0.04%, MAURITIUS 0.14%, UNITED ARAB EMIRATES 0.40%, BELGIUM 0.53%, BOSNIA AND HERZEGOVINA 0.92%, JAMAICA 0.93%,
Best YTD among various country equities were LEBANON +62.34%, KOREA +42.63%, DENMARK +42.05%, TAIWAN +37.22%, ZIMBABWE +31.71%, CHINA +27.32%, SWEDEN +22.55%, NETHERLANDS +22.49%, USA +19.22%, NEW ZEALAND +17.87%,
While worst YTD among various country equities were JORDAN -48.27%, MAURITIUS -34.01%, JAMAICA -31.54%, GREECE -30.02%, TRINIDAD AND TOBAGO -28.81%, EGYPT -25.01%, COLOMBIA -22.92%, BRAZIL -20.93%, PAKISTAN -20.29%, PAKISTAN -20.29%,
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