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Posted by on Jul 2, 2015 in Accuvest, Market Insight

Does China Still Make Dollars and Sense?

By James Calhoun, Portfolio Manager at Accuvest Global Advisors, Sub-Advisor of the AdvisorShares Accuvest Global Long Short ETF (AGLS)   The recent inflection point in Chinese equities provides us with an opportunity to re-evaluate the investment thesis on China. Entering June, China was the number-one overall ranked country in the Accuvest Global Core Equity universe. China has been ranked number-one since January 2015 and has been a top two overall country since September 2014. Over the last six months, the MSCI China Index has returned 10x the MSCI USA Index (in local currency terms), and this level of divergence certainly warrants a review of the relative attractiveness of Chinese equities. Our data suggests that the powerful medium term momentum seen in China is supported by a unique blend of strong growth, attractive valuations, and below average risk. While momentum is very strong (ranked number-one overall), there is plenty of data supporting the case for continued China out-performance. For one, the MSCI China forward PE, currently at 12.6x, sits at...

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Posted by on Apr 14, 2015 in Accuvest

What to Watch – Global Market Update (4/10/15)

What to Watch – Global Market Update (4/10/15)

Take a look at this week’s Charts to Watch from Accuvest Global Advisors with updates on the following: Global Financial Conditions Global Equity Markets Interest Rates and Fixed Income The Economy Major Currencies Commodities Investor Sentiment Accuvest Global Advisors is a California based RIA and sub-advisor of the AdvisorShares Accuvest Global Long Short ETF (AGLS). Disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for research use only. This bulletin is not intended to provide investing or other advice or guidance with respect to the matters addressed in the bulletin. All relevant facts, including individual circumstances, need to be considered by the reader to arrive at investment conclusions that comply with matters addressed in this bulletin. Charts and information used in this report are sourced from...

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Posted by on Feb 2, 2015 in Accuvest

What to Watch – Global Market Update (2/2/15)

What to Watch – Global Market Update (2/2/15)

Take a look at this week’s Charts to Watch from Accuvest Global Advisors with updates on the following: Global Financial Conditions Global Equity Markets Interest Rates and Fixed Income The Economy Major Currencies Commodities Investor Sentiment Accuvest Global Advisors is a California based RIA and sub-advisor of the AdvisorShares Accuvest Global Long Short ETF (AGLS). Disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for research use only. This bulletin is not intended to provide investing or other advice or guidance with respect to the matters addressed in the bulletin. All relevant facts, including individual circumstances, need to be considered by the reader to arrive at investment conclusions that comply with matters addressed in this bulletin. Charts and information used in this report are sourced from...

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Posted by on Jan 12, 2015 in Accuvest

What to Watch – Global Market Update (1/12/15)

Take a look at this week’s Charts to Watch from Accuvest Global Advisors with updates on the following: Global Financial Conditions Global Equity Markets Interest Rates and Fixed Income The Economy Major Currencies Commodities Investor Sentiment Accuvest Global Advisors is a California based RIA and sub-advisor of the AdvisorShares Accuvest Global Long Short ETF (AGLS). Disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for research use only. This bulletin is not intended to provide investing or other advice or guidance with respect to the matters addressed in the bulletin. All relevant facts, including individual circumstances, need to be considered by the reader to arrive at investment conclusions that comply with matters addressed in this bulletin. Charts and information used in this report are sourced from...

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Posted by on Jan 5, 2015 in Accuvest

What to Watch – Global Market Update (1/5/15)

Take a look at this week’s Charts to Watch from Accuvest Global Advisors with updates on the following: Global Financial Conditions Global Equity Markets Interest Rates and Fixed Income The Economy Major Currencies Commodities Investor Sentiment Accuvest Global Advisors is a California based RIA and sub-advisor of the AdvisorShares Accuvest Global Long Short ETF (AGLS). Disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for research use only. This bulletin is not intended to provide investing or other advice or guidance with respect to the matters addressed in the bulletin. All relevant facts, including individual circumstances, need to be considered by the reader to arrive at investment conclusions that comply with matters addressed in this bulletin. Charts and information used in this report are sourced from...

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Posted by on Nov 24, 2014 in Accuvest

What to Watch – Global Market Update (11/24/14)

Take a look at this week’s Charts to Watch from Accuvest Global Advisors with updates on the following: Global Financial Conditions Global Equity Markets Interest Rates and Fixed Income The Economy Major Currencies Commodities Investor Sentiment Accuvest Global Advisors is a California based RIA and sub-advisor of the AdvisorShares Accuvest Global Opportunities ETF (ACCU) and the AdvisorShares Accuvest Global Long Short ETF (AGLS). Disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for research use only. This bulletin is not intended to provide investing or other advice or guidance with respect to the matters addressed in the bulletin. All relevant facts, including individual circumstances, need to be considered by the reader to arrive at investment conclusions that comply with matters addressed in this bulletin. Charts and information used in this report are sourced from...

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