Equity Risk Premium

Chart Of The Week: Equity Risk Premium – EM Is Cheap Again

It’s been a tough year for emerging markets as a perfect storm of political risk, a stronger US dollar, and slowing China growth have combined to knock them off a pedestal of previous solid performance. But for contrarians this is where it gets interesting, and where it gets really interesting is with the changing valuations picture.   Read More…

Q3 hedge fund letters, conference, scoops etc

Equity Risk Premium

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Article by Top Down Charts


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