Global Emerging Markets Weekly: 2 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Indian IT Services: What Justified PE Ratios Tell Us About Sustainable Growth Expectations
In this insight, I look at the long-term growth expectations implied by current valuation levels, based on a Justified PE calculation. I also...
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Indian IT Services: Valuation and Earnings Levels Suggest We Are Nearing the Point-Of-Peak-Optimism
Given the strong share price performance and peak valuation multiple levels, based on arguably elevated earnings, I am turning bearish on the...
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Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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Norwegian Fund’s Stand on Page Industries: Market Can No Longer Ignore Labour Rights Violations
The Council of Ethics of the Government Pension Fund Global (GPFG), the Norwegian sovereign fund, recommended on February 19, 2020 that Page...
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