tag:blogger.com,1999:blog-25640397585218646782012-02-16T10:55:32.515+01:00José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.comBlogger181100tag:blogger.com,1999:blog-2564039758521864678.post-76745010818143788922009-03-11T23:23:00.005+01:002009-03-12T07:30:47.464+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image001.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image001.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-7674501081814378892?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-60222671172349644662009-03-11T23:19:00.004+01:002009-03-12T07:31:39.204+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image002.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image002.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-6022267117234964466?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-17972516517676727012009-03-11T23:17:00.002+01:002009-03-12T07:31:59.860+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image003.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image003.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-1797251651767672701?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-44895668000201153292009-03-11T23:15:00.003+01:002009-03-12T07:32:15.617+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image004.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image004.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-4489566800020115329?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-72531083675513797942009-03-11T23:12:00.002+01:002009-03-12T07:32:33.087+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image005.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image005.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-7253108367551379794?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-63490667453838470772009-03-11T23:10:00.002+01:002009-03-12T07:32:49.592+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image006.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image006.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-6349066745383847077?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-64473094184950359292009-03-11T23:07:00.003+01:002009-03-12T07:33:09.728+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image007.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image007.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-6447309418495035929?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-981124197475642402009-03-11T23:04:00.004+01:002009-03-12T07:33:26.382+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image008.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image008.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-98112419747564240?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-34465076747260360532009-03-11T23:02:00.004+01:002009-03-12T07:33:43.782+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image009.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image009.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-3446507674726036053?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-90387117273739335682009-03-11T23:00:00.002+01:002009-03-12T07:34:00.380+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image010.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image010.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-9038711727373933568?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-58268960615945144672009-03-11T22:57:00.003+01:002009-03-12T07:34:21.919+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image011.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image011.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-5826896061594514467?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-23640436725690428892009-03-11T22:55:00.004+01:002009-03-12T07:34:41.008+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image012.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image012.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-2364043672569042889?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-48562727513146940442009-03-11T22:51:00.004+01:002009-03-12T07:36:36.701+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image013.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image013.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-4856272751314694044?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-22232455239546560832009-03-11T22:49:00.003+01:002009-03-13T06:43:34.128+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image014.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image014.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-2223245523954656083?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-51336668780374631482009-03-11T22:43:00.004+01:002009-03-13T06:43:48.475+01:00<a href="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image015.gif"><img style="cursor:pointer; cursor:hand;width: 600px; height: 500px;" src="http://dl.getdropbox.com/u/678851/zonas%20geograficas/image015.gif" border="0" alt="" /></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-5133666878037463148?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-75741588520132049612009-03-09T08:55:00.002+01:002009-03-09T09:00:20.674+01:00<a href="http://3.bp.blogspot.com/_0t89PNhy2VA/SbTL85JZc7I/AAAAAAAABLA/8Y7Hv_K-ppw/s1600-h/image004.gif"><img id="BLOGGER_PHOTO_ID_5311094107569484722" style="WIDTH: 400px; CURSOR: hand; HEIGHT: 280px" alt="" src="http://3.bp.blogspot.com/_0t89PNhy2VA/SbTL85JZc7I/AAAAAAAABLA/8Y7Hv_K-ppw/s400/image004.gif" border="0" /></a><br /><div>Del display de diapositivas que se encuentra sobre esta entrada solamente destacaré uno de los gráficos, en concreto el que dibuja la evolución de un fondo que invierte en China (naranja) y su comportamiento relativo frente a un fondo de renta variable europea de gran capitalización (curva blanca). El hecho de que esta última presente un claro sesgo alcista implica que sería más eficiente estar invertido en China que estarlo en fondos europeos.</div><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-7574158852013204961?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-58514981175729032362009-03-01T20:56:00.004+01:002009-03-01T22:21:50.302+01:00<p style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: justify">En esta tendencia bajista tan vehemente, de las zonas geográficas y sectores que se presentan en el display de diapositivas, hay que destacar el mejor comportamiento, desde finales de octubre de 2008, de la zona geográfica China. También destaca el peor comportamiento, desde mediados de enero de 2009, de los fondos de grandes empresas que invierten en Japón. Además, las small caps japonesas lo siguen haciendo mucho mejor que las big caps.<br />Por último, destacar que los fondos globales lo están haciendo peor que los fondos paneuropeos. </p><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-5851498117572903236?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0tag:blogger.com,1999:blog-2564039758521864678.post-70132677790346527052009-02-01T22:36:00.000+01:002009-02-01T22:42:41.677+01:00De las zonas geográficas y sectores que presento en el visor de diapositivas, destacar a los fondos japoneses ya que lo están haciendo mejor que los fondos globales y dentro de Japón, las small caps llevan tiempo comportándose mejor que los fondos japoneses de grandes empresas.<br />Las small caps europeas no lo están haciendo bien.<br />Pacífico lo sigue haciendo peor que los fondos globales y las small caps de Pacífico llevan bastante tiempo comportándose mucho peor que las grandes empresas de aquella zona.<br />El sectorial financiero ha rebotado algo más que el resto aunque ya acumula muchos meses de peor comportamiento.<br /><br />Un saludo<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/2564039758521864678-7013267779034652705?l=escepticoempiricozonassectores.blogspot.com' alt='' /></div>José Angel Menahttp://www.blogger.com/profile/16207250363034752649noreply@blogger.com0