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Hidden Value Gems
Interesting points from co-CIO of Bridgewater Associates Karen Karniol-Tambur:
1⃣"US equities in aggregate need 9% annualised EPS growth to earn a normal return above bonds; the rest of the world needs only 2.5% annualised growth."
2⃣"Tech is priced for higher earnings than the rest of the S&P, though without much difference between Al and non-Al names."
3⃣"Other than India, EM equities require no EPS growth for a normal return above bonds."
#Stocks #StockMarket #Equity
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Interesting points from co-CIO of Bridgewater Associates Karen Karniol-Tambur:
1⃣"US equities in aggregate need 9% annualised EPS growth to earn a normal return above bonds; the rest of the world needs only 2.5% annualised growth."
2⃣"Tech is priced for higher earnings than the rest of the S&P, though without much difference between Al and non-Al names."
3⃣"Other than India, EM equities require no EPS growth for a normal return above bonds."
#Stocks #StockMarket #Equity
tweet