Search Results for: emerging market

Emerging Markets Monetary and Fiscal Policy This chart puts monetary and fiscal policy in emerging markets into perspective (now to end 2020). Image: Capital Economics

Price Relative of MSCI World vs. Emerging Markets ex-China Emerging markets ex-China benefit from modernization potential, favorable demographics, and attractive valuations for the long term, according to BofA. Image: BofA Global Research

Emerging Markets Monetary Policy vs. Economic Cycle (Leading Indicator) Chart suggesting that EM monetary policy easing is likely to increase economic activity in the coming months. Image: Topdown Charts

Valuation Gap Between U.S. and Emerging Markets ex-China According to BofA, emerging markets ex-China benefit from favorable demographics, modernization potential, and attractive valuations for the long term. Image: BofA Global Research

MSCI Emerging Markets Relative to the U.S. and U.S. Dollar Historically, a weak U.S. dollar tends to be good for emerging markets relative to the U.S.. Image: Datastream, J.P. Morgan

Emerging Market Price-to-Book and Subsequent 5-Year Returns This chart shows the correlation between EM price-to-book and subsequent 5-year returns, suggesting higher returns for emerging markets. Image: J.P. Morgan

Gold and Emerging Market Currency Index Historically, a weak U.S. dollar tends to be good for gold and emerging markets. Image: Gavekal, Macrobond

Emerging Markets Exports Value and MSCI Emerging Markets 12m Trailing EPS Chart suggesting that EM corporate profits are linked to the global trade cycle. Image: Gavekal, Macrobond

G4 Central Bank QE and Emerging Markets Equities This chart suggests that G4 central bank stimulus would support emerging markets equities in 2020 (R = 0.94 since 2016). Image: BofA Global Research

Major Central Bank Balance Sheets and Emerging Market Equities Chart suggesting that the growth in G3 central bank balance sheets is positive for emerging market equities. Image: Oxford Economics