UBS Equities-Global Strategy _Long-Term Expected Returns For Global Equit...-115214585
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报告维度
- 📄 文件全名
- 《UBS Equities-Global Strategy _Long-Term Expected Returns For Global Equit...-115214585.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- 1) S&P500 expected total returns have slightly improved, from 6.1% pa in October last
- year, to 7.2% pa today. This remains below its average realised returns
- ERP measure for China has moved from 10.1% to 7.2%, a 2.9ppt decrease, by far the
- 5) Within EM, Taiwan exhibits the highest expected returns (12.4% pa), benefitting from
- low real rates (at 28%le)
- 🏷️ 核心议题
- #ERP