Global Equities
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%...
Global Equities
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...
Global Equities
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...
Global Equities
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...
Global Equities
MarketGrader China All-Cap Growth Leaders Celebrates its First Anniversary as the Benchmark to VanEck’s GLCN
Our core China Index also completed in March its most recent semi-annual reconstitution and rebalance; we had been waiting for...
Global Equities
Is Global Health Care the Best Value Trade Today?
(Note: all returns presented in this article are calculated in AUD since they reference the MarketGrader Developed Markets ex-Australia Health...
Indexes & Model Portfolios
How GARP Crashed the Growth vs. Value Party
The Barron’s 400 Index (B400) completed its most recent semi-annual rebalance on Friday, March 19th. In replacing 167 of its...
Indexes & Model Portfolios
The Barron’s 400 Index: February 2021 Performance Summary
With a total return of 5.60% for the month, the Barron’s 400 Index (B400) significantly outperformed the broad market in...
Global Equities
How Did We Do? Grading the MarketGrader Indexes in 2020
While the rollout of our new website last month kept us too busy to report on our 2020 performance, we...
Global Equities
Getting to Know Chinese Companies Beyond Alibaba and Tencent
(This is the first in a series of articles that will highlight some of the most attractive and fastest-growing companies...