Regional Share of Global GDP – North America, Europe and Japan vs. Asia ex-Japan Shifting patterns of global growth? This chart suggests that the center of gravity of global growth is shifting toward Asia. Image: BlackRock Investment Institute
Wave of Zombie Companies in Europe Zombie companies in Europe are back on the rise, thanks to an unprecedentedly easy monetary policy. Image: BofA Global Research
Stocks Performance – China (CSI 300) vs. U.S. (S&P 500) vs. Europe (Stoxx 600) Chinese stocks outperform the S&P 500 and Stoxx 600, amid the coronavirus turbulence. Image: Financial Times
European Consumer Staples Sector In relative and absolute terms, the valuation of the European tobacco sector is near all-time lows. Image: Goldman Sachs Global Investment Research
European IPOs This chart highlights the sharp slowdown in European IPO activity. Image: Financial Times
Europe’s GRANOLAS Stocks and Market Capitalization According to Goldman Sachs, GRANOLAS (Glaxosmithkline, Roche, ASML, Nestle, Novartis, Novo Nordisk, L’Oreal, LVMH, Astrazeneca, SAP and Sanofi) are expected to continue to outperform in the next market cycle, with their collective market cap representing 24% of the Europe’s Stoxx 600 index. Image: Goldman Sachs Global Investment Research
Coronavirus – Europe and U.S. vs. Hubei This chart suggests that coronavirus cases in Europe and the U.S. are following Hubei’s trajectory. A turning point is not expected rapidly. Image: Gavekal, Macrobond
U.S. and Europe: Value vs. Growth Price to Book Ratio Valuations for growth vs. value are back near the levels that preceded 2000-01, but the trend is still intact for the time being. Image: Morgan Stanley Research
Brexit: What the European Union Loses? The chart puts into perspective what the European Union stands to lose when the Brexit transition is complete. Image: Statista
Relative Performance MSCI Europe vs. MSCI USA The relative performance of European stocks vs. the U.S. is at its lowest level in 50 years. Will this year be Europe’s time to outperform? Image: Legg Mason