Search Results for: emerging market

Emerging Market Stocks Are emerging markets the new haven for investors? Image: Morgan Stanley Wealth Management

U.S. Dollar and Share of Total Emerging Markets External Debt Emerging markets are vulnerable to a stronger US dollar, as most of the EM external debt is dollar-dominated. Image: Goldman Sachs Global Investment Research

Performance – Emerging Markets Ex State Owned Enterprises ETF Emerging markets ex state owned enterprises ETF is at all-time highs. Image: BofA Global Investment Strategy

Emerging Market Stocks – EM Consumer Discretionary + Tech vs. EM Energy + Materials This chart highlights the polarization in sector dominance. Image: BofA Global Investment Strategy

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