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The Top Performing Market (Hint: It's Not China)



February 02, 2010 – Comments (5) | RELATED TICKERS: GE , XOM , VEON

My thoughts, after looking at the returns ranking for the past 6 months.

On another note, for those who are interested in following/ commenting on my analysis on a different platform, I can now be found on Twitter.

Alex Dumortier, CFA

5 Comments – Post Your Own

#1) On February 02, 2010 at 5:18 PM, JaysRage (77.23) wrote:

I think the timing and premise of your article is extremely suspect.   You picked an end date that represents a bottom after Chinese stocks had just got done taking a 20% panic-driven haircut in response to the Chinese lending policies that few understood and even fewer took the time to understand in terms of impact to individual stocks.  

What exactly is your point, if not that someone should invest in Eastern Europe, rather than China and India?     

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#2) On February 02, 2010 at 5:45 PM, TMFAleph1 (92.50) wrote:

Take a deep breath and re-read the final paragraph.


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#3) On February 02, 2010 at 5:54 PM, simplemts (< 20) wrote:

Why do you sign your name "CFA"?  I am a certified PMP project manager and am certified but do not say "John Doe, PMP".  Unless you are a doctor, I can't help but think it looks plain silly.

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#4) On February 02, 2010 at 6:35 PM, TMFAleph1 (92.50) wrote:

That's your choice.

I don't know how one becomes a certified PMP project manager, but obtaining CFA designation requires considerable effort and is well respected within the industry. Using the designation is an easy way to signal to people that you have a degree of commitment to and proficiency in your craft that is above average.

I can assure you that I don't put go around putting the designation after my name in a context that is unrelated to finance.

What's so special about doctors, anyway?


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#5) On February 02, 2010 at 7:05 PM, TMFAleph1 (92.50) wrote:


By the way, there was no need to pick "an end date that represents a bottom [in Chinese stocks]": Russia outperformed China in 2009, too, i.e. before China announced it was tightening bank lending.


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