With global growth leveling off, investors are more focused than ever on corporate results. These reveal a less rosy picture than in previous years and company expectations are very muted. […]
While equities around the world are getting severely hit this December, one market stubbornly rallies on. For the Chinese stock market lower oil prices, the demolition of Russia, and the […]
Valuation-related measures are often lousy instruments for timing the market. But that doesn’t mean they can’t hold interesting information about equity market returns. In the chart below, I have plotted […]
