Search Results for: market valuation

FMS Investors and Stock Market Valuation Is the stock market overvalued? Large number of FMS investors still think stock market is “overvalued” at 71%. Image: BofA Global Fund Manager Survey

Market Valuation of S&P 500 Top Five Tech Companies Relative to All Others The top five tech companies dominate the S&P 500 Index. Image: Statista

U.S. Market Valuation Chart suggesting that the U.S. stock market seems expensive in a number of ways. Image: Paolo Cardena

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

Why the Stock Market Valuation Matters Before a Recession? When the stock market is VERY overvalued before a recession, it tends to be VERY undervalued. Like the swing of a pendulum, or the stretching of a rubber band, sooner or later it comes back very violently. This happened in 1973, 2000 and 2008. The US…

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

Valuation – Global: Gold Mining vs. Broad Market Chart suggesting that gold miners have upside, but a pause is needed first. Image: BCA Research

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

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