UBS's Jonathan Anderson notes - for the most part - a solid correlation between GDP growth in...


UBS's Jonathan Anderson notes - for the most part - a solid correlation between GDP growth in emerging markets and equity returns. Two outliers on the positive side - The Phillippines (EPHD) and Thailand (THD) - could continue to outperform, while 2 on the downside - Brazil (EWZ) and India (EPI) - both may have their growth slowdowns behind them.
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  • tr4head
    , contributor
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    "January 17 UBS's Jonathan Anderson notes - for the most part - a solid correlation between GDP growth in emerging markets and equity returns."

     

    Wow - now thats a big DUH. EMs are already decoupling from the developed world.
    25 Jan 2012, 09:21 AM Reply Like
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