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Sep 08 2016
Stock Market

EM Leadership: Just The Beginning?

  • Sep 8, 2016

Our EM Allocation Model triggered a BUY at the end of August after 5 1/2-years in bear mode. This upgrade is consistent with a cyclical leadership run of one to four years relative to Developed Markets.

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Emerging Markets Cyclical Leadership Cycles P/E

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

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Stagflation (1) Present Situation Index (6) Yield Curve (68) Inversion (5) Consumer Confidence (52) Confidence Gap (1) Expectations (4) Momentum (174) Emerging Markets (91) GDP Growth (6) Relative Performance (7) EPS Growth (22) Small Caps (170) Leadership Cycles (47) Valuation Spread (1) Valuations (314) Cost of Living (2) Annualized Total Return (24) Inflation (549) Retirement (1)