U.S. Decouples From Global Markets - in Reverse [View article]
this is elementary (and normally i respect much of bespoke's work). When we talk of decoupling we are talking about countries' actual economies. Stock returns don't provide a 100% accurate picture of a country's economy but in fact GDP is the better measure that should be used. With US GDP growth down to 0.6%, China's still strong at 11.2%, over 8% for India, 7% Malaysia and around 8% in Russia, i think we can see a decoupling occuring. The notion of this article should be changed if you are alluding to stock market returns decoupling. I would have expected the learned bespoke fellas to have distinguished that.
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this is elementary (and normally i respect much of bespoke's work). When we talk of decoupling we are talking about countries' actual economies. Stock returns don't provide a 100% accurate picture of a country's economy but in fact GDP is the better measure that should be used. With US GDP growth down to 0.6%, China's still strong at 11.2%, over 8% for India, 7% Malaysia and around 8% in Russia, i think we can see a decoupling occuring. The notion of this article should be changed if you are alluding to stock market returns decoupling. I would have expected the learned bespoke fellas to have distinguished that.
Mar 25 09:13 am
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