March Country Rankings

  • Global equities were negative during February, with the MSCI ACWI down -0.69% and the average country down -0.27% in USD.
  • The range of country returns for just the first two months of the year is 28.30%. The worst performer YTD is Italy (-18.06%) with the best performing country being Peru (+10.24%).
  • Korea became the top ranked country during February, improving their rank in each category. Japan and Taiwan also remain in the top five. Korea is benefiting from FX competitiveness and some of the best P/E, P/B, and growth ratios vs. all countries.

PDF imageCountry Portfolio Notes March 2016

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s