Search Results for: emerging market

Emerging Market Rates Shock – EM Rate Hikes vs. Cuts Emerging market rate hikes are on the rise, driven by rising inflation. Image: BofA Global Investment Strategy

Emerging Markets vs. Developed Markets Growth Differential The growth cycle usually drives emerging markets. Image: Goldman Sachs Global Investment Research

Emerging Market Equities vs. S&P 500 Emerging market equities look attractive relative to the S&P 500. Image: BofA Global Research

Emerging Market Stocks – EM Consumer Discretionary + Tech vs. EM Energy + Materials This chart highlights the secular rotation from healthcare/tech to energy/financials. Image: BofA Global Investment Strategy

Equity Risk Premium – MSCI Emerging Markets Index The EM equity risk premium is high, suggesting plenty of room for further gains. Image: Morgan Stanley Wealth Management

GWIM Emerging Markets ETF Flows BofA private client ETF inflows to emerging markets have accelerated sharply over the last four weeks. Image: BofA Global Investment Strategy

FMS Investors – Global Emerging Markets FMS investors expect to overweight global emerging markets over the next 12 months. Image: BofA Global Fund Manager Survey

Emerging Markets Total Return Index (Equities Relative to Bonds) and OECD Core CPI (Leading Indicator) Emerging markets equities relative to bonds tend to lead OECD core CPI by 40 weeks. Image: BCA Research

U.S. Dollar Index and MSCI Emerging Markets Index A weaker U.S. dollar tends to boost emerging markets. Image: Morgan Stanley Wealth Management

Forward Price/Earnings Ratio – MSCI USA Index and MSCI Emerging Markets Index Emerging markets look more attractive than the U.S. market on forward earnings. Image: Morgan Stanley Wealth Management

Performance vs. S&P 500 MSCI Emerging Market Equity Index and Copper The rebound in copper prices could suggest strong emerging market performance. Image: Morgan Stanley Research