Portfolios

Our Market analysis : 20/01/2018

Markets ends this week with a rise of 0.6% on the Stoxx600NR and 0.4% on the S&P500 despite the rise in long rates that continues in the United States (2.64% or + 10BP) which corresponds to a high of 10 months and this time seems due to Chinese growth stronger than expected.

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Posted by christophe in Market Analysis, Portfolios

A country closely linked to oil in our ETF Watchlist – 19/01/18

…is making a strong comeback with a rise of + 10.5% since the beginning of the year, which is of course related to…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

ETFs on Blockchain – 19/01/2018

Two ETFs have just been issued on the Blockchain theme in the USA.

It is :

  • BLOK: Amplify Transformational Data Sharing (Amplify Transformational Data Sharing), Amplify Trust, with $ 20 million outstanding, 0.9% fees and 49 companies listed on NYSE Arca.
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Posted by christophe in Market Analysis, Portfolios, 0 comments

An Asian ETF in our Watchlist – 18/01/18

…economy have dissipated a bit in recent months as corporate earnings improve sharply as global economic growth strengthens. All these elements should be reflected more clearly…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Potential for emerging markets? – 18/01/2018

In any case, this is what JP Morgan Bank thinks, which aims for a 16% rise for the MSCI Emerging Markets Index.

Bank of America and Schroders are targeting economic growth of 4.9% for emerging countries.

Our indicators are not saying anything else now, with high scores for Asia (98/100 in the short term and 96/100 in the long term) and for South America (86/100 in the short term and 77/100 long-term)

Many ETFs make it possible to invest in these areas.… Lire

Posted by christophe in Market Analysis, Portfolios, 0 comments

The good prospects of French SMEs – 18/01/2018

Bpifrance has just published a very encouraging study on French SMEs, which anticipate for 2018 an improvement in their activity, employment and investment.

46% of SMEs plan to make at least one investment in 2018, and the balance of opinion on 2018 Turnover is up to 31 points (difference between positive evolution of turnover and negative evolution of turnover).… Lire

Posted by christophe in Market Analysis, Portfolios, 0 comments