Morgan Stanley Fixed-Asia EM Equity Strategy and Economics Why Its Time to Take...-107991667
2024-05宏观经济74免费
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- 📄 文件全名
- 《Morgan Stanley Fixed-Asia EM Equity Strategy and Economics Why Its Time to Take...-107991667.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- and the IMF projects it will grow by an average of 4.7% in 2024-29, compared to
- 3.4% for CEEMEA and 2.1% for Latam. That said, cyclical challenges remain with the
- during the Eurozone sovereign debt crisis. ASEAN's dividend yield of 4.0% is well
- above that of overall MSCI EM at 2.8% with the spread the highest in a decade.
- a median MS forecast ROE of 19% for 2024, or a 73% premium to MSCI AC ASEAN
- 🏷️ 核心议题
- #GDP