from my father's (CFP & CA) newsletter:
Index Growth for popular indexes around the globe...
(statistics from the US Census Bureau-which is collected from other worldly census collectors) compiled by Altavista Research... December 2007.
1. S&P 500 with 23% growth
2. MSCI Canada with 20% growth
3. MSCI Brazil with 18% growth
4. MSCI Emerging Markets with 16% growth
5. MSCI Pacific Rim Ex. Japan with 15% growth
6. FTSE/Xinhua China 25 with 10% growth
7. S&P Euro 350 with a 3% growth
8. MSCI Japan with about a -10% deflation.
alot has to do with changing demographics. though, demographics are not necessarily destiny.
India's population is expected to grow by 39% by the year 2032
some of the China hype might be displaced, because the country will grow old 'demographically' before it grows rich...
Canada is expected to grow 18% in population in next 25 years. it will be a nation of ederly pensioners, though. however, our market is constructed to profit from an aging population.
the report concludes to say that people, primarily index and ETF investors, should avoid Japan investments, continue to buy in the US and Canada, with limited exposure in India and South America.



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