Search Results for: MSCI

Equity – MSCI U.S./Ex-U.S. Ratio Are global equities ex-U.S. poised to outperform U.S. equities this year? Image: The Daily Shot

Equity – MSCI Russia (Local) vs. Euro STOXX 50 Russian stocks remain under pressure amid war fears. Image: Topdown Charts

Inflation – MSCI ACWI Energy vs. Consumer Discretionary Price Relative Historically, real assets tend to perform well in inflationary environments. Image: BofA Global Investment Strategy

MSCI Equity Price: China Relative to U.S. and USD/CNY (Inverted) The RMB should weaken relative to the U.S. dollar. Image: BCA Research

MSCI EM Market Weights Despite the recent sell-off, China remains the largest market in MSCI EM. Image: Goldman Sachs Global Investment Research

Valuation – Price/Earnings Ratio, S&P 500 vs. MSCI World Ex-U.S. Should equity investors consider overseas stocks? Image: Morgan Stanley Wealth Management

MSCI Emerging Market Equities vs. S&P 500 Relative Performance How long will emerging market equities continue to underperform the S&P 500? Image: Topdown Charts

MSCI U.S. EPS Consensus Growth Estimates U.S. EPS consensus growth estimates are only 7.4% for 2022. Image: BofA Global Investment Strategy

Performance – MSCI EM/S&P 500 Why are emerging market equities underperforming the S&P 500 for so long? Image: The Daily Shot

Equities – MSCI Taiwan / MSCI Asia (Total Return in US$) If China attempts to invade Taiwan, what would it mean for stocks? Image: Gavekal, Macrobond