Cabot Global Stocks Explorer Bi-weekly Update
Most positions are up 5%-6% for the week, with a couple of exceptions.
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capital market
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capital market Archives
Cabot Global Stocks Explorer Bi-weekly Update
In such an environment it’s easy to assume the worst and miss the flipside of the equation – great companies trading at prices that just a month ago we would have considered incredible. Market volatility and uncertainty are creating great opportunities.
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Cabot Global Stocks Explorer Bi-weekly Update
Ironically, China’s blue-chip CSI 300 Index hit its highest point this week since February 2018.
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Cabot Global Stocks Explorer Bi-weekly Update
This week is a reminder that markets don’t always go up. The big surprise was that it took so long for global markets to wake up to the threat.
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Cabot Global Stocks Explorer Bi-weekly Update
The markets are demonstrating impressive resiliency in the face of the coronavirus. You can’t fight the market but I remain a bit more guarded since this disruption will have to hit profits down the road for some companies.
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Cabot Global Stocks Explorer Bi-weekly Update
The market seems to be a bit complacent given the risks of the virus spreading rapidly in China and elsewhere but we need to remain a bit cautious. There is some suspicion that China is downplaying the numbers.
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Cabot Global Stocks Explorer Bi-weekly Update
The big news pertaining to global investing is the signing in Washington yesterday of the phase-one “truce” trade deal between America and China.
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What is the NASDAQ Composite Index?
The NASDAQ Composite Index is a Representation of the Equities Listed on the NASDAQ Exchange
The NASDAQ Composite Index began life in 1971 as an electronic price quotation system (the name comes from National Association of Securities Dealers Automated Quotations). The NASDAQ service gradually into...
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Cabot Global Stocks Explorer Bi-weekly Update
For the most part, global stock markets performed strongly in 2019. But if you dig a bit deeper, you will see sizable and interesting gaps between countries.
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Cabot Global Stocks Explorer Bi-weekly Update
We are so accustomed to looking at stocks and markets day by day that we sometimes miss the big trends as well as opportunities.
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Cabot Global Stocks Explorer Bi-weekly Update
The Cabot Global Stocks Explorer portfolio is doing well in 2019 and a number of recommendations have recently surged on the strength of impressive earnings and an improving environment for emerging and international stocks.
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Cabot Global Stocks Explorer Bi-weekly Update
Our emerging markets timer strengthened this week as the EEM climbed over 44 today, just short of its high for the year.
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Cabot Global Stocks Explorer Bi-weekly Update
The Financial Times this week reported that Beijing is preparing plans to remove Hong Kong’s chief executive, Carrie Lam, whose term is not up until 2022, as anti-government protests in the city intensified.
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Cabot Global Stocks Explorer Bi-weekly Update
Today marks the first face-to-face talks between senior officials from America and China since July.
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Cabot Global Stocks Explorer Bi-weekly Update
Our portfolio advanced this week led by India’s ICICI (IBN), which was up 19% on the back of a tax cut and prospects for higher growth.
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Cabot Global Stocks Explorer Bi-weekly Update
It was a pretty quiet week with most of our stocks up in the 3% -5% range. There are no changes to the portfolio.
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Cabot Global Stocks Explorer Bi-weekly Update
Hopefully, we can all gain from the growing realization that while America and China will be fierce rivals for some time—they can also benefit from playing some ball with each other.
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Cabot Global Stocks Explorer Bi-weekly Update
Emerging and international markets are holding their own as U.S. markets hit new highs in the wake of modest interest rate cuts by the Fed.
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Cabot Emerging Markets Investor Bi-weekly Update
Our emerging markets (EEM) signal continues to be positive and right on top of its 20-day moving average as China and other emerging markets are bumping along and lacking a decisive uptrend.
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Cabot Emerging Markets Investor Bi-weekly Update
The G-20 meetings in Japan yielded only incremental progress. This was grudgingly accepted as a positive by markets with most emerging market stocks getting a boost as we headed into a slow and short week.
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