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June 13, 2018

The latest update to the OECD Composite Leading Indicators (CLI) provides the opportunity to take a look at the weighted average view for Emerging Markets vs Developed Markets (I have calculated these aggregates based on IMF GDP data).  The main point is that judging b...

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 15, 2018

The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and investor sentiment), fund flows, positioning, volatility, and of particular interest - valuations.  Yet as much as there has been a minor...

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...

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