{"id":21721,"date":"2022-01-17T18:02:25","date_gmt":"2022-01-17T22:02:25","guid":{"rendered":"https:\/\/www.pgmcapital.com\/?p=21721"},"modified":"2022-01-17T18:02:26","modified_gmt":"2022-01-17T22:02:26","slug":"review-of-the-global-capital-markets-in-2021-outlook-2022","status":"publish","type":"post","link":"https:\/\/www.pgmcapital.com\/nl\/review-of-the-global-capital-markets-in-2021-outlook-2022\/","title":{"rendered":"Review of the Global Capital Markets in 2021-Outlook 2022"},"content":{"rendered":"\n

Dear PGM Blog reader,<\/p>\n\n\n\n

In this new year\u2019s blog article, we want to take the opportunity to review the year 2021 and provide potential outlook for the year 2022.<\/p>\n\n\n\n

REVIEW OF THE YEAR 2021:<\/h3>\n\n\n\n

Considering historically high\u00a0inflation and supply chain disruptions, Global Capital markets have experienced high volatility in Q3- and Q4-2021. The past year was a wild year in many respects, despite this phenomenon, the USA and European markets ended in green.<\/p>\n\n\n\n

On the other-hand the Chinese stocks have been negatively affected by financial news due to the stress between the USA and China since mid July of the past year.<\/p>\n\n\n\n

The Covid market has really characterize the year 2021, in some ways more so than 2020, new Covid-19 variants have extended the duration of the pandemic and delayed a return to normal, with the consequence that the recovery has moved in \u201cmore a bumpy fashion than a linear one”<\/p>\n\n\n\n

The Chinese Market:<\/h4>\n\n\n\n

China\u2019s large-cap, the CSI 300 Index, fell roughly by 5% for the year 2021. Hong Kong, home of\u00a0numerous Chinese tech\u00a0and other giants, saw its Hang Seng Index dive almost 15% in the same period. The MSCI China Index ended the year 37% percentage points lower than comparable major indexes.<\/p>\n\n\n\n

But the crushing year for Chinese markets had some analysts ready to buy the dip.<\/p>\n\n\n\n

PGM TOP 10 BEST PERFORMING SECURITIES IN 2021:<\/h3>\n\n\n\n

No 10. \u2013Glencore plc<\/strong><\/strong>-:<\/h5>\n\n\n\n

As can be seen from the below chart, shares of Glencore plc, have appreciated in 2021 with approx. 35.6%. Additionally, the stock of the company has a dividend yield of approx. 3.00%.<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n
No 9. \u2013Apple Inc<\/strong>-:<\/h5>\n\n\n\n

As can be seen from the below chart, shares of Apple Inc, have appreciated in 2021 with approx. 39.5%. Additionally, the stock of the company has a dividend yield of approx. 1.00%.<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n
No 8. \u2013LVMH Mo\u00ebt Hennessy<\/strong><\/strong>-:<\/h5>\n\n\n\n

As can be seen from the below chart, shares of LVMH Mo\u00ebt Hennessy, have appreciated in 2021 with approx. 42%. Additionally, the stock of the company has a dividend yield of approx. 1.00%.<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n
No 7. \u2013Nutrien Ltd.<\/strong><\/strong><\/strong><\/strong>-:<\/h5>\n\n\n\n

As can be seen from the below chart, shares of Nutrien, have appreciated in 2021 with approx. 50.7%. Additionally, the stock of the company has a dividend yield of approx. 4.00%.<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n
No 6. \u2013Freeport-McMoRan Inc.<\/strong><\/strong><\/strong><\/strong><\/strong>-:<\/h5>\n\n\n\n

As can be seen from the below chart, shares of Freeport McMoRan, have appreciated in 2021 with approx. 53.6%. Additionally, the stock of the company has a dividend yield of approx. 1.00%.<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n
No 5. \u2013Herm\u00e8s International Soci\u00e9t\u00e9<\/strong><\/strong><\/strong>-:<\/h5>\n\n\n\n

As can be seen from the below chart, shares of Herm\u00e8s International Soci\u00e9t\u00e9, have appreciated in 2021 with approx. 74%. Additionally, the stock of the company has a dividend yield of approx. 1.00%.<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n
No 4. \u2013ASML Holding N.V. <\/strong><\/strong><\/strong><\/strong>-:<\/h5>\n\n\n\n

As can be seen from the below chart, shares of ASML Holding N.V., have appreciated in 2021 with approx. 75.6%. Additionally, the stock of the company has a dividend yield of approx. 1.00%.<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n
No 3. \u2013Moderna Inc<\/strong> -:<\/h5>\n\n\n\n

As can be seen from the below chart, shares of Moderna Inc, have appreciated in 2021 with approx. 127.3%.<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n
No 2. \u2013NVIDIA Corporation<\/strong><\/strong><\/strong><\/strong><\/strong> -:<\/h5>\n\n\n\n

As can be seen from the below chart, shares of NVIDIA Corporation, have appreciated in 2021 with approx. 135.9%. Additionally, the stock of the company has a dividend yield of approx. 1.00%.<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n
No 1. \u2013BioNTech SE<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong> -:<\/h5>\n\n\n\n

As can be seen from the below chart, shares of BioNTech SE, have appreciated in 2021 with approx. 182.3%.<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n

PGM CAPITAL COMMENTS & ANALYSIS:<\/h3>\n\n\n\n

The top-10 of the best performing securities in the PGM-Index for the year 2021, shows the following:<\/p>\n\n\n\n

  • All the securities in the top-10 are either an hedge against inflation or securities of disruptive technologies companies.
    • We expect this trend to continue in 2022.<\/li><\/ul><\/li>
    • For the first time in the past 10 years due to the propaganda against China there are no, Chinese securities in the Top 10.
      • Due to this we expect we expect a big bounce back of -mainly Chinese technological- securities in 2022.<\/li><\/ul><\/li>
      • Two of the top-10 securities, are Luxury goods companies, LVMH and Hermes, this mainly to the high demand from East Asian Countries.
        • Based on the increase of wealth per capita in Asia -mainly China- we expect this trend to continue in 2022<\/li><\/ul><\/li><\/ul>\n\n\n\n
          Outlook 2022:<\/h5>\n\n\n\n

          The road map for 2022 suggests that\u00a0the first six months of the year could be problematic, particularly when compared with 2021: Price pressures look as though they might ease, but inflation could remain uncomfortably high for the first few months of the year. This is a continuation of the stag-flationary narrative that persisted in the second half of last year, and the emergence of the Omicron variant could tip us further in that direction.\u00a0<\/p>\n\n\n\n

          Prospects for the second half of 2022 look better, as inventory rebuilds and the unwinding of supply chain disruptions could fuel a more sustainable recovery.\u00a0An improved growth picture and slower inflation should bring us back to a Goldilocks regime, which should be far better for market returns and general risk assets.<\/p>\n\n\n\n

          In 2022, cash will continue to be trash, while Inflation is Destroying your Savings Account.<\/p>\n\n\n\n

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