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Callum Thomas
Jun 13, 20181 min read
Chart: OECD Leading Indicators - EM vs DM
The latest update to the OECD Composite Leading Indicators (CLI) provides the opportunity to take a look at the weighted average view for...
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Callum Thomas
May 24, 20182 min read
What the EPS? India Earnings Outlook
Here's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
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Callum Thomas
May 15, 20182 min read
Global Equity Valuations: Big changes, but some things stay the same
The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and...
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Callum Thomas
May 10, 20182 min read
What the EPS? EM vs DM Earnings Outlook
Here's the third installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
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