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The 2 Best Markets of 2013
and 1 to Watch in 2014
The winners
• Equities markets worldwide
had a strong year with all G7
countries surpassing the upand-coming BRICs.
• Japa...
Japan had a strong 2013
• Japan led the G7 markets, up
56.7% for the year.
• The Nikkei had its strongest
run-up since 197...
Will the run-up continue in 2014?

Source: Wikimedia Commons.

• Will 2014 be as strong? No
guarantee. Japan faces a lot o...
United States in 2013

Source: Federal Reserve.

• U.S. markets grew a healthy
29.6% in 2013 despite the first
government ...
U.S. stocks rocked in 2013
• Netflix and Tesla had incredible
years.
• Netflix: Up 300% for the year
after growing its sub...
United States is looking good in 2014

Source: Wikimedia Commons.

• Easy-money policies will stay
for the foreseeable fut...
Brazil had a challenging 2013
• 2013 was a rough
year for Brazil with
the Bovespa down
for the year.
• Government
spending...
Brazil had a challenging 2013

Source: Wikimedia Commons.

• Consumer debt as a
percentage of GDP
continues to grow.
It wa...
Brazil has a lot to prove in 2014

Source: Wikimedia Commons. Maracana Stadium in Rio de Janeiro.

• All eyes will be on
B...
The Top Stock for 2014
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The 2 Best Markets of 2013 and 1 to Watch in 2014

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2013 was a good year for stock markets in Japan and the United States, but it was a rough year for Brazil.

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Transcript of "The 2 Best Markets of 2013 and 1 to Watch in 2014"

  1. 1. The 2 Best Markets of 2013 and 1 to Watch in 2014
  2. 2. The winners • Equities markets worldwide had a strong year with all G7 countries surpassing the upand-coming BRICs. • Japan, United States, and Germany led the G7 pack. Source: Bespoke.
  3. 3. Japan had a strong 2013 • Japan led the G7 markets, up 56.7% for the year. • The Nikkei had its strongest run-up since 1972. Why? Easymoney policies and stimulus spearheaded by Prime Minister Shinzo Abe. Source: Wikimedia Commons.
  4. 4. Will the run-up continue in 2014? Source: Wikimedia Commons. • Will 2014 be as strong? No guarantee. Japan faces a lot of headwinds. • Inflation could rear its head. • The country’s debt as a percentage of GDP is more than 200%, which limits future stimulus. • In the end, easy-money policies can only go so far; Japan’s economy must grow.
  5. 5. United States in 2013 Source: Federal Reserve. • U.S. markets grew a healthy 29.6% in 2013 despite the first government shutdown in nearly 20 years. • While there were rumblings that the quantitative easing program would be “tapered” throughout 2013, a decrease wasn’t announced until late in the year by Fed Chairman Ben Bernanke.
  6. 6. U.S. stocks rocked in 2013 • Netflix and Tesla had incredible years. • Netflix: Up 300% for the year after growing its subscriber base and growing earnings per share through the year. • Tesla: Up nearly 350% for the year as sales start to ramp up. The company tacked on its first ever profitable quarter. Source: The Motley Fool.
  7. 7. United States is looking good in 2014 Source: Wikimedia Commons. • Easy-money policies will stay for the foreseeable future even as the taper begins. • U.S. economy has shown signs of strengthening growth with 4.1% GDP growth in the third quarter. • Congress passed a two-year budget, preventing a shutdown. • Consumers are more willing to spend.
  8. 8. Brazil had a challenging 2013 • 2013 was a rough year for Brazil with the Bovespa down for the year. • Government spending, plummeting commodities prices, rising debt, and high inflation hurt the country.
  9. 9. Brazil had a challenging 2013 Source: Wikimedia Commons. • Consumer debt as a percentage of GDP continues to grow. It was at 25.6% as of August 2013. But consumption growth is slowing as consumers consider paying down debt. • This could hurt consumer spending going forward.
  10. 10. Brazil has a lot to prove in 2014 Source: Wikimedia Commons. Maracana Stadium in Rio de Janeiro. • All eyes will be on Brazil as it hosts the World Cup in 2014 and prepares for the Summer Olympics in 2016. • A boost in commodity prices and continued growth in the Brazilian middle class would help grow the economy there.
  11. 11. The Top Stock for 2014
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