Search Results for: emerging market

Emerging Markets Earnings Estimates Emerging markets earnings estimates are falling from $105 to $77 in 2019. Image: Fidelity Investments

Central Banks Actions Lead Emerging Markets Manufacturing Surveys Chart suggesting that central banks actions lead emerging markets manufacturing surveys by 8 months. The net number of EM central banks cutting rates has reached 50% of 30 central banks. Image: Pictet Asset Management

MSCI Emerging Markets Seasonality Chart showing the MSCI EM seasonality chart since 1990. This is not a forecast. Image: Goldman Sachs Global Investment Research

Emerging Market Valuations Chart suggesting that emerging market valuations are not cheap for bargain investors. Image: J.P. Morgan

Emerging Markets Credit Growth Chart showing that credit growth in most emerging markets is still growing at a sustained pace. Image: Oxford Economics

China Domestic Policy and Emerging Markets Growth Cycles Great chart suggesting that changes in China domestic policy have been a big driver of EM growth cycles. Image: Goldman Sachs Global Investment Research

Emerging Markets and Liquidity Cycles This chart shows that investing in emerging markets also requires an understanding of global liquidity cycles. Image: Fidelity Investments

Earnings Estimates: Emerging Markets Emerging markets are the hardest hit by the trade war. Image: Fidelity Investments

Emerging Markets Growth Stocks vs. U.S. Growth Stocks This chart suggests that emerging markets growth stocks are cheapest vs. U.S. growth stocks since 2002. Image: BofA Merrill Lynch

Fund Flows into Emerging Markets Stocks and Bonds The rotation into bonds and out of equities continues. Image: HSBC