Tag Archive: earnings

China remains a drag on Emerging Markets and the world

31 August 2022 China’s stock market (based on the MSCI China Index, which includes local Chinese listings and listings in Hong Kong) has lagged badly, whether compared to rest of the Emerging Market universe or to the developed market universe….
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Rare event: Europe looking better than the US

22 June 2022 After nearly a decade of US equities mostly outperforming those in Europe, our indicators are finally more decisively aligned in favor of Europe now. Fundamental momentum has shifted to Europe now All of the indicators in the…
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Index earnings expectations for US and Europe

14 April 2022 As Q1 earnings season gets under way, below we review the current consensus estimates for the US (S&P 500) and Europe (Stoxx 600). U.S. The table below shows the current bottom-up consensus estimates for the S&P 500…
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