Watch the video with Andrew Stotz or read a summary of the Global Equity FMVR Snapshot below.
Global Equity FVMR Snapshot – July 2016
According to consensus estimates, US is expected to have the highest profitability and Developed Europe the highest DPR. ROE and DPR is lowest in Emerging Europe and Japan.
Emerging markets trade well below Developed. Emerging Europe is cheapest while US drives up Global valuations. Emerging Europe trades below book value, but offers better ROE than for example Japan that trades at 1x PB.
Consensus expect earnings to rebound in Latin America and the region has showed the second strongest price performance. US has shown the strongest 2W and 1Y price performance.
US has the highest net debt-to-equity, and Emerging Europe the lowest. Price volatility has been slightly higher in Developed markets; driven by volatility in Japan and Europe.
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