Search Results for: emerging market

Gold and Emerging Markets The gold rally suggests that emerging markets could make a comeback. Image: Morgan Stanley Wealth Management

Emerging Markets Debt Yield The cost of servicing emerging markets debt denominated in U.S. dollars has fallen to almost 4%, thanks to global central bank liquidity and the weakening of the U.S. dollar. Image: Morgan Stanley Wealth Management

U.S. Dollar and U.S. vs. Emerging Market Stocks When the U.S. dollar is weak, emerging market stocks tend to outperform U.S. stocks. Image: BofA Global Investment Strategy

2020 Stimulus as % of GDP – Emerging Markets vs. Developed Markets The 2020 stimulus is massive, especially in developed markets Image: BofA Global Investment Strategy

Emerging Market Equities vs. Developed Markets Equities Emerging market equities have underperformed their developed market counterparts. Image: Credit Suisse Research

Valuation – Indian Equities Relative to Emerging Market Equities Indian equities lag emerging market peers in recovery. Image: Alpine Macro

Emerging Markets – Cross-Border Flows Chart showing the revival of emerging market equities and bonds from record outflows in March. Image: Financial Times

Relative Valuation: MSCI Emerging Markets vs. S&P 500 Index Emerging markets stocks have dropped to a record valuation discount relative to U.S. equities. Image: Morgan Stanley

Returns for WTI Crude Oil Futures and MSCI Emerging Markets Index The WTI crude oil price tends to reflects EM fundamentals. Image: Nomura

Valuation – Emerging Market and Developed Market Countries – PE10 vs. 10-Year Forward Returns Valuation matters over time in the stock market. This chart shows the PE10 vs. subsequent 10-year CAGR (Compound Annual Growth Rate). Image: Topdown Charts