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May 24, 2018

Here's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.... taking my usual top-down approach.  This week we look at how India stacks up on its earnings growth outlook relative to emerging mark...

May 10, 2018

Here's the third installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.... taking my usual top-down approach.  This week we look at the earnings outlook for emerging markets (EM) and developed markets (DM) - o...

May 3, 2018

Here's the second installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.... taking my usual top-down approach.  This week we look at earnings trends for the S&P500, specifically the path of forward earnings (u...

April 26, 2018

First, a quick point of clarification... "What the EPS?" is an experimental new blog series I am going to be running which will be focusing on earnings.  As a reminder being a top-down global active asset allocation investment research house, the scope naturally is goi...

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