Saturday, January 22, 2011

World Asset Allocation: SPY is the mover

This is a new report I am starting to know how globally money is flowing and to know if there any major changes in asset allocations. Planning to make it a fortnightly issue so that we can get more accurate picture.

The title is apt for this post as US SPX has moved most this year by 2% while the emerging markets moved lower by 2.5%. Are all the $$$'s flowing back?

Funds are withdrawn from Bonds also. The Dollar was -ive and it even broke the old support. The Dollar effect moved up the commodities index CRB as it was slightly +ive.


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