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

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

2 July 2024

报告信息

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

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。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 27。

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适合战略规划、行业研究员等读者参考。

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重点分析了AI等议题。