智通财经APP获悉,瑞银投资银行维持超配中国,其认为,中国跑赢的风险高于跑输的风险,如果过去估值与ROE的关系仍然成立,中国市场应该比其他新兴市场溢价15%,而实际上前者较后者折价30%。另一方面,瑞银认为美国市场相对风险偏于下行。
【瑞银:美国市场相对风险偏于下行】财联社3月3日电,瑞银首席环球股票策略师Andrew Garthwaite称,美国市场相对估值仍处于极端水准(行业调整后市盈率比正常水准高出约38%),与欧洲和日本的相对GDP(国内生产总值)增长差异在缩小,而且由于债券收益率较高,相对回购率(占市值的百分比)放缓。 返回搜狐,查看更多 ...
An equity bubble is pretty much upon this stock market, but it still has only a 35% chance of happening, according to a team of strategists at UBS led by Andrew Garthwaite. The strategists said in a ...
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It’s Valentine’s Day, and love is most definitely in the air for European stocks. Consider these numbers. The STOXX Europe 600 index closed Thursday at a record high, up 9.1% already this year.
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YOUNGSTOWN — Michael P. Garthwaite, 75, passed away Tuesday, Jan. 28, 2025, with his family by his side, after a long and hard-fought battle with cancer. Mike was born July 4, 1949, to Jack and ...
Crop damage concentrated in key regions and seasons For the new study, the authors estimated rice and wheat crop losses linked to emissions of nitrogen dioxide, or NO 2, from coal power stations ...