UBS Equities-EM Equity Strategy _Mid-year review Can the narrow rally su...-108966280

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📄 文件全名: 《UBS Equities-EM Equity Strategy _Mid-year review Can the narrow rally su...-108966280.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: Five stocks contribute ~80% of EM returns YTD
The 7.7% return in MSCI EM YTD is the best start to the year in five years, but is also the
narrowest - with just five stocks accounting for 78% of the index returns (primarily
North Asia AI/internet themes, Figure 3). While EM has underperformed DM by 4.5%
YTD, this has to be seen in context of EM EPS seeing 0-1.5% upgrades for 2024/2025
🏷️ 核心议题: #AI

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报告摘要

Global Research and Evidence Lab Mid-year review: Can the narrow rally sustain? Five stocks contribute ~80% of EM returns YTD

📋 核心要点(部分)

2 July 2024

❓ 常见问题

《UBS Equities-EM Equity Strategy _Mid-year review Can the narrow rally su...-108966280》主要包含哪些内容?

Global Research and Evidence Lab Mid-year review: Can the narrow rally sustain? Five stocks contribute ~80% of EM returns YTD核心数据:Five stocks contribute ~80% of EM returns YTD;The 7.7% return in MSCI EM YTD is the best start to the year in five years, but is also the;narrowest - with just five stocks accounting for 78% of the index returns (primarily。

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