Select Equity Opportunities for When the Trade Cloud Lifts

Categories: Macroeconomics, Investment Management, Equity Investments

Country or region: Asia Pacific (Overall)

This year, equity markets in the US and emerging markets – notably Asia – have decoupled, with the S&P 500 making new record highs while the MSCI Emerging Markets Index dropped sharply. Expected earnings growth, meanwhile, is also rising in the US while falling in Asia. The big question is whether ......

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