Global Stock Markets Are Having A Monster Month

2011 World Series

Photo: AP

Global markets are rallying big time in October following a painful third quarter that saw 20% average declines.Expectations were set low going into the month.  But traders were surprised at the upside, thanks to earnings that beat expectations, economic data that wasn’t as bad as experts thought, and progress in Europe’s debt crisis that few thought would come.

Even with today’s sell off, the S&P 500 is set to have one of its best months ever.

However, U.S. markets aren’t the only ones that are having a great month.

Greece's Athex Composite: +1.3%

YTD Performance: -39.8%

Top Sector: Telecommunications, up 23.4%

Top Equities: Marfin Investments (Financial), Titan Cement (Basic Materials), Folli Follie Group (Retail), Metka (Construction), Piraeus Port Authority (Transport)

Source: Bloomberg

Japan's Nikkei 225: +3.3%

YTD Performance: -8.6%

Top Sector: Technology, up 11.2%

Top Equities: Dainippon Screen (Electronics), Okuma Corp.(Machinery), Tokyo Electric (Energy), Mitsumi Electric (Electronics), Tokyo Electron (Electronics)

Source: Bloomberg

Shanghai Composite: +4.6%

YTD Performance: -8.7%

Top Sector: Telecommunications, up 3.1%

Top Equities: China Sports Industry Group (Manufacturing and Construction), Jiangsu Phoenix Property (Real Estate), Shenzhen Heungkong (Real Estate), China Television Media (Media), Chinese Universe Publishing (Media)

Source: Bloomberg

Spain's IBEX 35: +5.4%

YTD Performance: -3.2%

Top Sector: Basic Materials, up 18.1%

Top Equities: Arcelormittal (Steel), Sacyr Vallehermoso (Construction), Tecnicas Reunida (Construction), Acerinox (Steel), Mediaset Espana (Television)

Source: Bloomberg

Toronto Stock Exchange: +6.7%

YTD Performance: -7.0%

Top Sector: Oil & Gas, up 14.4%

Top Equities: Yellow Media Inc. (Media), Daylight Energy (Oil), First Quantum Minerals (Mining), Bankers Petroleum (Oil), Northern Dynasty Minerals (Mining)

Source: Bloomberg

Australia's ASX 200 Index: +7.2%

YTD Performance: -6.3%

Top Sector: Oil & Gas, up 13.4%

Top Performing Equities: Gunns Ltd. (Forestry), Karoon Gas Australia (Energy), Western Areas NL (Mining), Seven West Media (Media), Coalspur Mines (Mining)

Source: Bloomberg

Korea's Kospi Index: +7.9%

YTD Performance: -5.7%

Top Sector: Oil & Gas, up 15.0%

Top Equities: E-Corea Real Estate (REIT), Histeel Co (Steel), Dong Won Fisheries (Fishing), Chosun Steel (Steel), Sajohaepyo Corp. (Agricultural Oils)

Source: Bloomberg

Mexico's IPC: +8.7%

YTD Performance: -10.5%

Top Sector: Health Care, up 19.5%

Top Equities: Cemex SAB (Basic Materials), Genomma Lab (Health Care), Grupo Mexico (Mining), Bolsa Mexicana (Financial), Industrias Penoles (Mining)

Source: Bloomberg

London's FTSE 100: +9.3%

YTD Performance: -1.8%

Top Sector: Basic Materials, up 17.6%

Top Equities: Xstrata (Mining), Antofagasta (Mining), Essar Energy (Energy), Weir Group (Engineering), Kazakhmys (Mining)

Source: Bloomberg

CAC 40: +9.7%

YTD Performance: -9.3%

Top Sector: Basic Materials, up 19.2%

Top Equities: Arcelormittal (Steel), Renault (Auto), Accor (Hotels), LVMH Moet Hennessy (Luxury Goods), Michelin (Tires)

Source: Bloomberg

Euro Stoxx 50: +10.3%

YTD Performance: -9.2%

Top Sector: Technology, up 18.4%

Top Equities: Volkswagen (Autos), Arcelormittal (Steel), ING Groep (Financial), Deutsche Bank (Financial), ENI (Energy)

Source: Bloomberg

The Dow: +10.9%

YTD Performance: +5.7%

Top Sector: Financials, up 20.4%

Top Equities: Caterpillar (Construction), Hewlett-Packard (Technology), Du Pont (Chemical), travellers (Insurance), J.P. Morgan Chase (Financial)

Source: Bloomberg

Brazil's Bovespa: +11.9%

YTD Performance:-15.7%

Top Sector: Financials, up 13.7%

Top Equities: JBS (Livestock), Gol Linhas (Airline), Cyrela (Real Estate), MRV Engenharia (Real Estate), Rossi Residencial (Real Estate)

Source: Bloomberg

S&P 500: +12.2%

YTD Performance: +2.2%

Top Sector: Oil & Gas, up 25.4%

Top Equities: Harmon International (Electronics), Nabors (Drilling), F5 Networks (Technology), Valero Energy (Energy), Alpha Natural Resources (Mining)

Source: Bloomberg

The NASDAQ: +12.3%

YTD Performance: +3.2%

Top Sector: Oil & Gas, up 17.2%

Top Equities: Anadys Pharmaceuticals (Health Care), Adolor Corp. (Pharmaceutical), Waccamaw Bankshares (Financial), Biofeul Energy (Energy), Top Ships Inc. (Shipping)

Source: Bloomberg

Germany's DAX Index: +12.4%

YTD Performance: +5.6%

Top Sector: Industrials, up 16.7%

Top Equities: Volkswagen (Autos), Deutsche Bank (Financial), Heidelbergcement (Basic Materials), Bayerische Motoren Werke (Autos), Thyssenkrupp (Industrial)

Source: Bloomberg

Hong Kong's Hang Seng Index: +12.9%

YTD Performance: -13.7%

Top Sector: Basic Materials, up 24.9%

Top Equities: China Residential Land (Real Estate), China Coal Energy (Energy), China Overseas Land (Real Estate), aluminium Corp. of China (Refinery), Ping An Insurance (Insurance)

Source: Bloomberg

Traders in materials aren't always so lucky




They have to deal with middle men who control the goods.
Click here to see who these shadow firms are >

NOW WATCH: Money & Markets videos

Want to read a more in-depth view on the trends influencing Australian business and the global economy? BI / Research is designed to help executives and industry leaders understand the major challenges and opportunities for industry, technology, strategy and the economy in the future. Sign up for free at research.businessinsider.com.au.