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Japanese stock exchanges rally after Prime Minister wins elections
Japanese stock exchanges rally after Prime Minister wins elections

Japanese stock exchanges rally after Prime Minister wins elections

The Japanese equity market has been among the weakest ones in the year to date. At -15% (as of 12 July 2016; source: Bloomberg), the Nikkei index is one of the worst performers. For euro investors, the bottom line is not as abysmal: adjusting the loss for the development of the Japanese yen vis-à-vis the […]

What ratios are relevant in the selection of equity sectors?
What ratios are relevant in the selection of equity sectors?
Photo: Fotolia

What ratios are relevant in the selection of equity sectors?

Shares (equities) are classified, among other criteria, according to sectors, e.g. healthcare, consumer goods, energy etc. Shareholders pursue different approaches when it comes to the classification process. In this report we follow the methodology of MSCI, a US financial service provider that offers international equity indices and risk analyses.

Current earnings development advises caution
Current earnings development advises caution
© iStock.com

Current earnings development advises caution

The international stock exchanges recorded a rather dismal start into the new year. The reasons cited most frequently were China and the declining oil price. A weaker Chinese economy will definitely register also on an international scale due to the mere size of the country. While a weaker oil price is beneficial to consumers, it […]

When will the earnings momentum rise on the European equity markets?
When will the earnings momentum rise on the European equity markets?
Ⓒ iStock.com

When will the earnings momentum rise on the European equity markets?

The stock exchanges have been moving sideways and down for weeks. There are of course enough uncertainty factors such as the Greek crisis, the correction on the Chinese stock exchange, and the expected interest rate increase in the USA that can serve as explanation. However, one factor that has (so far) been left out of […]

European shares – is it still time to get in on this one, or has the ship sailed?
European shares – is it still time to get in on this one, or has the ship sailed?
Foto: Shutterstock.com

European shares – is it still time to get in on this one, or has the ship sailed?

We have seen European equities outperform their American peers in the year to date, both in local currency and in euro. Not even the increase of the US dollar relative to the euro of 8% made a difference to that. What is this pro-European optimism based on? After all, the US economy has seen a […]