Posts by Andrew Stotz
Asia Has the Highest Number of Equity Funds but the Lowest Amount of AUM
Chart of the Day: Asia has the highest number of equity funds but the lowest amount of assets under management. The number of funds and total assets seem to be inversely correlated.
Read MoreMost of Global Assets Are Allocated to Equity Funds
Chart of the Day: Most assets in the world are allocated to equity funds. Bonds and other asset classes together have a similar allocation at around US$9tn. The money market has the smallest asset allocation.
Read MoreCash Holdings across Sectors from 1994 to 2016
Chart of the Day: Looked at on average 14,000 companies around the world. Real Estate and Info Tech had the highest cash-to-sales, Energy and Consumer Staples the lowest.
Read MoreTop 10 Chinese Cities by GDP and Market Cap as a Percentage of GDP
Chart of the Day: Beijing has the second highest GDP and the highest market cap to GDP. Shenzhen and Shanghai are in the top 5 in terms of GDP and second and third respectively in terms of market cap to GDP.
Read MoreListed Companies and Their Total Value in the Top 10 Chinese Cities
Chart of the Day: Beijing, Shanghai, and Shenzhen have most listed companies and account for 51% of China’s total market capitalization. The remaining of the top 10 account for between 1-3% individually and 13% together.
Read MoreShenzhen Is Manufacturing Powerhouse and ‘Silicon Valley’ of China
Chart of the Day: Manufacturing accounts for 53% of Shanghai Stock Exchange, next is trading. Shenzhen is even higher 69%, but has grown Info Tech companies to be 8.4% of the market. Becoming ‘Silicon Valley’ of China, if not the world.
Read MoreOf the Two Exchanges in China, SZSE Has 50% More Companies
Chart of the Day: Shenzhen Stock Exchange has about 2,000 listed companies, considerably higher than Shanghai. Shanghai has grown slightly faster over the last three years.
Read MoreShenzhen Stock Exchange Has 61% of Listings but 39% of Market Cap
Chart of the Day: In terms of number of listings Shenzhen accounts for 61% and Shanghai 39%. In terms of market capitalization it’s the opposite Shanghai 61% and Shenzhen 39%.
Read MoreZero to 3,000 Listed Companies in China in 24 Years
Chart of the Day: From its humble beginnings in 1993 the Chinese market now has more than 3,000 listed companies. Meanwhile, the rest of the world has seen a fall in the number of listed companies.
Read MoreKorea Performed Best in Asia in 1H17
Chart of the Day: Besides China A, the lowest USD returns have been in ASEAN markets. Taiwan and India beat HK due to currency impact. Return in Thailand was the poorest in local currency, USD return was more than double.
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