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...
476 Views
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...
273 Views
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...
403 Views
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...
489 Views