Advise allocating 10-15% of a diversified portfolio to the Indonesia Stock Exchange (IDX) Composite, which has outperformed ASEAN peers with a 14% year-to-date gain (as of Q2 2024). Focus on the financial sector (40% index weight) through stocks like Bank Central Asia (BBCA), which delivered 22% ROE in 2023, and telecommunication heavyweight …
Consider allocating 10–15% of a diversified portfolio to Indonesian equities, particularly in sectors like financials, consumer staples, and renewable energy infrastructure. The Jakarta Composite Index (JCI) returned 6.7% year-to-date as of Q2 2024, outperforming Thailand’s SET Index (-1.2%) and the Philippines’ PSEi (3.9%). Indonesia’s GDP growth of 5.1% in 2023, …
Investors seeking exposure to Gujarat’s regional enterprises should consider Vadodara Stock Exchange (VSE). Established in 1990, the VSE operates under SEBI oversight and specializes in small- to mid-cap companies, notably through its Baroda Sharia Index. With approximately 350 listed firms and a daily turnover averaging ₹2.5–3 crore, it serves as a …
BP plc (LSE: BP) offers a compelling entry point at a P/E ratio of 6.8, well below the FTSE 100 average of 14.3. With a 5.2% dividend yield and £2.4 billion in buybacks announced for 2024, its repositioning toward renewables–targeting 50GW of installed capacity by 2030–creates asymmetric upside. GSK (LSE: GSK) remains …
Investors should prioritize exposure to Kazakhstan’s energy and mining sectors, which accounted for 68% of KASE’s total market capitalization in 2023. The exchange’s KASE Index rose 14.2% year-over-year, driven by uranium producers and copper exporters like Kazatomprom and KAZ Minerals. Allocate at least 40% of a portfolio to these industries to capitalize …
Prioritize Gujarat-based ceramics, textiles, and agro-processing stocks like Atul Ltd. (BSE: 500027) and Ajanta Soya (NSE: AJANTPHOS), originally listed on the Saurashtra-Kutch Stock Exchange (SKSE), for exposure to high-growth regional sectors. Core Benefits of SKSE-Connected Firms Market Trends and Actionable Guidance Historical Performance Metrics The SKSE Composite Index surged 194% between …
Investors should prioritize exposure to Iran’s petrochemical and mining sectors, which contributed 43% and 21% respectively to the TSE’s total earnings growth in Q2 2023. The TSE Overall Index, currently at 1.82 million points, reflects a 14% year-to-date return in USD terms, outpacing regional peers such as Saudi Arabia’s Tadawul …
The Iraq Stock Exchange (ISX) recorded a 15% year-to-date gain in its ISI60 index as of June 2023, driven by liquidity injections from reconstructed oil revenues and regulatory reforms. Focus on banking and telecommunications equities, which accounted for 67% of total trading volume last quarter, with the National Bank of …
The Pune Stock Exchange (PSE), established in 1982, once served as a critical hub for trading equity shares of Maharashtra-based SMEs. At its peak in 2000, the exchange listed 354 companies, with daily turnover exceeding ₹50 crore. Regulatory challenges, including non-compliance with SEBI’s 2012 mandate on corporatization and demutualization, led …
The Meerut Stock Exchange (MSE), established in 1987, recorded a daily turnover of ₹1.2 crore in FY 2022–23, underscoring its niche role in India’s capital markets. With 84 brokers registered and 11 active trading members, MSE specializes in regional SMEs, particularly in textiles, agriculture, and light manufacturing. Investors targeting hyperlocal …