Emerging vs. Devloped Markets 12-Month Foward EPS Growth: Chart

Emerging equity markets have performed well so far this year. After a few years of disappointing average to poor returns emerging stocks are projected to have good growth potential this year. For example, commodities such as copper prices are rising due to rising demand. Some of the emerging markets’ year-to-date returns are listed below: China’s Shanghai …

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Composition of MSCI Emerging Markets Index 2008 vs. 2016

The widely used benchmark for emerging markets from provider MSCI has changed substantially in recent years. As emerging markets evolve the index weightings changes accordingly. The graphic below shows the comparison of country and sector weights of the MSCI Emerging Markets Index in 2008 and 2016: Click to enlarge Source: Active Viewpoint: Global Emerging Markets, Martin Currie …

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GDP Per Capita: Emerging vs. Developed Markets

Emerging markets such Brazil, China, India, Russia,etc. have had overall strong economic growth in the past few decades.However despite the tremendous increase in the standard of living in these and other emerging countries, the GDP per Capita is still far lower than those of developed countries. Click to enlarge Source: Emerging-Market Equity 2017 Outlook, Franklin Templeton Investments …

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Emerging vs. Developed Market Total Returns Since 1987

Emerging markets have outperformed developed markets this year. As of  Sept 9, the MSCI Emerging Markets Index is up 14.5% while the MSCI World Index is up 2.7% according to an article by investment guru Mark Mobius. The MSCI World index is a proxy for developed markets. The following chart shows the total return of Emerging vs. Developed …

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Emerging Stocks Are Cheaper Than Developed Stocks Now

Emerging equity markets have outperformed developed markets so far this year. Major emerging markets such as Brazil, Russia, India, etc. are up by double digit percentage points. China is a laggard with the Shanghai Composite down by 13% as of Sept 9th. Despite the strong returns year-to-date emerging markets are still attractive on a valuation basis …

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Callan Periodic Table of Investment Returns: Emerging Markets From 2006 To 2015

The Callan Periodic Table of Investment Returns for various Emerging Market indices from 2006 to 2015 are shown in the chart below: Click to enlarge Source: Callan Associates Emerging markets are hot this year with many markets having soared by double digit percentages so far. These markets were also the top performers before the Global Financial …

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