Global Revenue Growth May Be Getting Closer To A Peak

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Global Revenue Growth

  • More than 17,000 companies worldwide have shown a strong revenue uptrend
  • We are now two years into this revenue uptrend
  • Longest high growth period was five years from 2004 to 2008, may be getting closer to a peak

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Q2 hedge fund letters, conference, scoops etc


But World fundamentals could remain strong

Global Revenue Growth

  • Companies have been slow to expand their assets, unlike in prior stock market boom times
  • Asset efficiency could drive further EPS growth

Global sales grew faster than EPS in the past 12 months

Global Revenue Growth

  • First time that recurring EPS was positive in 4 years, has fallen back slightly in the past 12 months
  • Strong EPS driven by strong revenue growth and falling US taxes

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