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Thank you for this comparison, it is always useful to gauge different markets for relevant value. I still believe that the FTSE is about 10%- 12% over-valued, and if the ratios level out during the downturn the S&P may be 30% over-valued.
Apr 04 12:36 pm
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All Comments by Chris Marshall »Global P/E Ratios: How the U.S. Stacks Up [View article]
However, as the falling dollar is boosting exports from the US, to the detriment of the rest of the world (which isn't pegged to the USD) I feel that a 15%- 20% adjustment is more realistic.
I'm very bullish on US Financials, Real Estate, and Retail, as I do not believe that they have bottomed out yet. But I think that Technology and Industrials may perform relatively well, depending on how much of their product is exported.