Wednesday, April 05, 2006

BSG's Asia B2B stock indices

Hugo Martin has given us a generous plug in his excellent blog on Media, Marketing and Internet. He talks about the share price table we produce in our weekly newsletter which tracks Asian-headquartered, listed B2B media companies and those based elsewhere with activities in Asia (there are 35 companies altogether in our tracking system).

We have a simple index which tracks the performance of all of them. It is unweighted so somewhat swayed by the wild gyrations of the smaller stocks but it makes interesting reading. Over the past 12 months, you would have been slightly worse off with a portolio of pure Asian B2B media stocks:

You'll need to click on this to make it easier to read, but the blue line is the Asian stocks. As you can see, there's not much in it over the last year.

Year-to-date, however, is a different story and things are looking pretty good for the Asian stocks since January:

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