The big surprise of the last month has been Italy. With the increases in August, the Ftse Mib returned to the levels of the beginning of the year, at 16.000. But drawing up a global ranking Turkey wins gold again National 100 in Istanbulthere he has earned 31,41% year to date. In second place follows the'Industrials of Johannesburg (+22,21% in the first eight months of 2012) confirming that Türkiye and South Africa are two emerging countries that it is better to keep an eye on. Among the worst, however, stand out Madrid and Lisbon with l'Ibex is lost 13,38% since the beginning of the year and lo Psi who scored a -9,02%. The Chinese slowdown is also weighing on the financial markets: the Hang Seng China ENT has slowed by 6,60% since January and the FTSE/Xinhua China by 25%.
ETF – History repeats itself when looking at the performance of ETFs. The Lyxor Turkey and iShares Msci Turkey lead the league (+42,6% and +42,0%). While the worst results are in the peripheral countries of the euro area and in the Asian giant: the Lyxor Msci Greece recorded -10,1%, also badAmundi Msci Spain (-7,6%) and the Cs (le) On Csi 300 – based on the index of the 300 largest companies capitalized on the Shenzhen Stock Exchange – which lost 9,3%.
ETC - I soya beans, wheat and but sparks flew: ETFS Soybeans was up 56,9% year-to-date, ETFS Wheat Lev was up 49,5% and ETFS Corn was up 39,8%. For the natural gas it has been following the trend since the beginning of the year and those who have bet on the decline of the raw material have gained: the ETFS Natural gas has lost 29,7% since the beginning of the year. The new global balance of coffee also has repercussions on the stock markets: ETFS Coffee has recorded -29,4% since January.
ITALIAN STOCK - In Italy fashion continues to mark the best performances with Ferragamo and Tod's who have seen the value of their shares fly by since January 65,32% and 43,54% – and yesterday they had a further exploit gaining 2,43% and 6,91%. Yet just yesterday an HSBC report came out which warns those who bet on Italian fashion against an excessive dependence of the sector on the Chinese market. Gambling is also good: Lottomatica takes second place with a+44,70% since January. For now, a year to forget instead for A2A, Unicredit and Mediaset (-41,89%; -24,32%; -23,81%).
HI-TECH USA – Not just Apple, but all the high-tech sector has made sparks fly on the Nasdaq this year. The Cupertino-based company set the all-time capitalization record, but Microsoft, Ebay and Oracle have also gained a lot since the beginning of the year (+15,13%; +51,47%; +22,34%). And that brought the Nasdaq to mark a +21,62% since January ranking among the best results of stock exchanges around the world. Consequently also theLyxor Nasdaq 100 ETFs he reached a good goal, scoring an increase of 25,7%.
