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Schalk Louw | Mr Louwcal 🇿🇦

27 Aug, 13 tweets, 18 min read

#Global #ETF (thread): 26 Aug 2021

- 2020 worst perf #sectors making still leading in 2021 $IXG $IXC

- This is helping #oil producing countries with #SaudiArabia & #UAE in top5 #Country ETF YTD performers in USD $KSA $UAE

- #SouthAfrica $EZA still in top30 YTD performers

2/12

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+8.2%) is still ahead of $EEM (-0.95%)

3/12

#Global #Value #stocks enjoyed short-term recovery to the end of April, but since then, $IWVL #ETF really struggled against #Quality & #Momentum. Over 1yr period it is however still the best-performing #factor, very much in its recovery phase.

4/12

This still remains one of my biggest concerns, but then again, it's been for some time. #Global #Tech #stocks relative to #MSCI All Country World Index is now approaching Mars. Be very careful.

$IXN vs $ACWI

5/12

#Internet companies still big driver on performance, with US Internet Co's $FDN #ETF growing 8.4% over past 3 months in USD versus +5.2% for #MSCI World $URTH

#Chinese Internet Co's $KWEB however lost 31% over same period. Wow! Not good for #Naspers/#Prosus & also SA $EZA

6/12

Speaking of #Chinese co's. China Large-Cap $FXI #ETF massively underperformed #MSCI #EmergingMarkets $EEM ETF, as well as MSCI #SouthAfrica $EZA.

South Africa now caught up to China in USD over a 3 year period.

7/12

#US #Bonds had a slight recovery since March, but #Equities were clearly the star of the show. Be careful over the short term as $TLT #ETF relative to $SPY indicate overbought (equities) & could soon see some profit-taking.

8/12

$NASDAQ looks even crazier ☝️. Yes, $QQQ just came out of a great reporting season, but be very careful.

9/12

#Gold is not only lagging its "little brother" #Silver over the short-term but also #MSCI #Global #Equities. We are now back at mid-2019's relative levels, which saw Gold enjoyed some serious outperformance back then. This time might be different...

$GLD versus $ACWI

10/12

#Global #Financials #ETF, taking a bit of a breather lately, relative to #MSCI All Country World Index. Still, however, just like other #Value stocks, very much in a recovery phase. IMHO, it's still an opportunity.

$IXG vs $ACWI

11/12

Speaking about #Financials. #Global #Banks specifically looking quite interesting relative to #MSCI All Country World Index.

$BNKS vs $ACWI

12/12

And then finally, what would market feedback be without #smallcaps? After seriously outperforming between Q4 2020 & Q1 2021, the #Russell2000 really struggled since. Not yet a screaming relative oversold against S&P500, but getting close!

$IWM vs $SPY

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More from @SchalkLouw

Schalk Louw | Mr Louwcal 🇿🇦

@SchalkLouw

1 Jul

UPDATE ON MARKETS: BIG breather from all things SA. FTSE/JSE All Share retracted by 2.4% during June, bringing year-to-date returns to 13.2%. SA Property stocks had a great recovery, increasing 3.4%. Despite having net foreign selling pressure, SA All Bond Index increased by 1.1%

2/9

Massive underperformance by the FTSE/ JSE All Share (-6.2%) versus the MSCI All Country World Index (+1.32%) in USD-terms. The 12-month performance for the JSE in USD terms still leads the MSCI ACWI’s performance by nearly 13%.

3/9

South African Small-Caps were less affected during June, declining by only 1%. Large Caps and Mid-Caps both declined by 2.6% respectively.

Read 10 tweets

Schalk Louw | Mr Louwcal 🇿🇦

@SchalkLouw

1 Jun

UPDATE ON MARKETS: FTSE/JSE All Share improved by another 1.6% during May, bringing the year-to-date returns to 16.02%. SA Property stocks took a breather after a MASSIVE recovery during April by declining by 2.9% in May. The SA All Bond Index increased by 3.7% for the period.

2/9

The FTSE/ JSE All Share (+7.30%) had a much stronger month than the MSCI All Country World Index (+1.56%) again in USD-terms. The 12-month performance for the JSE in USD-terms still leads the MSCI ACWI’s performance by nearly 35%.

3/9

South African Mid-Caps dominated during May, growing by 6.16%. Large Caps and Small-Caps grew by 1.14% and 3.33% respectively.

Read 10 tweets

Schalk Louw | Mr Louwcal 🇿🇦

@SchalkLouw

2 May

UPDATE ON MARKETS: The FTSE/JSE All Share (JSE) improved by 0.97% during April, bringing the 12-month returns to 36.4%. SA Property stocks (SAPY) saw a MASSIVE recovery during April by gaining 11.68%, while the SA All Bond Index decreased by 1.9% for the period.

2/9

The FTSE/ JSE All Share (+2.84%) had a slower month than the MSCI All Country World Index (+4.37%) in USD terms. It did however managed to outperform the MSCI EM (2.49%). The 12-month performance for the JSE in USD terms still leads the MSCI ACWI’s performance by nearly 30%.

3/9

South African Small Caps again dominated during April, growing by 5.58%. Large Caps and Mid-Caps grew by 0.62% and 2.41%, respectively.

Read 10 tweets

Schalk Louw | Mr Louwcal 🇿🇦

@SchalkLouw

1 Apr

UPDATE ON MARKETS: Man! I'm glad I didn't advice investors to cash in all they're local equity investments a year ago to invest abroad. #JSE improved by 1.6% during March, bringing 12-month returns to 54%. SA Property followed by gaining 1.2%, while the SA Bonds decreased 2.5%.

Page 2/9

The FTSE/ JSE All Share (+3.82%) again enjoyed a much better month than the MSCI All Country World Index (+2.67%) again in USD terms. The 12-month performance for the JSE in USD-terms still leads the MSCI ACWI’s performance by nearly 32%. Wow!

Page 3/9

South African Small Caps again dominated during March, growing by 7.7%. Large Caps and Mid-Caps grew by 1.3% and 3.4%, respectively.

Read 10 tweets

Schalk Louw | Mr Louwcal 🇿🇦

@SchalkLouw

28 Feb

Anybody feels like looking at a few #Global #ETF graphs? Or are you all sitting in front of a big fire, ready for that Sunday braai or potjie?

If there's interest, I'll be happy to show 1 graph for every like or retweet?

#MonthEnd #Markets

@RocknDad

That's nr1 (5 likes & retweets). Nice one @RocknDad 😂- saw you sneak in both a like & retweet, but rules are rules.

#SouthAfrica dropping down to 10th in the #Country #ETF YTD rankings. #China losing the lead to #Taiwan. #Brazil new current holder of the wooden spoon.

That makes it 2.

#DevelopedMarkets (+2.5% in US$) making a bit of a comeback against #EmergingMarkets (+0.8% in US$) in February. #MSCI #SouthAfrica however outperformed both with 5.3% (in US$) over same period.

$URTH $EEM $EZA

Read 19 tweets

Schalk Louw | Mr Louwcal 🇿🇦

@SchalkLouw

1 Feb

UPDATE ON MARKETS: What an eventful start to 2021. Between short-squeezes and hedge funds blowing up, volatility was definitely on the forefront during January. FTSE/JSE All Share (JSE) improved by 5.21% during January, bringing the 12-month returns to 14.51%.

2/12

South African Large Caps dominated during January, growing by 5.41%. Mid Caps and Small Caps grew by 2.59% and 3.88%, respectively.

3/12

The FTSE/ JSE All Share (+1.95%) enjoyed a better month than the MSCI All Country World Index (-0.45%) again in USD terms. The 12-month performance for the JSE in USD-terms is now only lagging behind the MSCI ACWI´s performance by 3.7%.

Read 13 tweets

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