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S&P 500 Earnings Surprise Points to Resilient Economy
90% of the companies in the S&P 500 that have reported their results have posted profit growth of 8.4% (average), which is higher than...
May 14, 20241 min read
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Time to Buy the Dip in China?
China’s consensus forward valuation is about 9x PE, similar to all other crisis except for the Global Financial meltdown in 2008 (6.6x)....
May 6, 20241 min read
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Geopolitics Remain, But US Market Shines: Focus on Tech & Financials for Growth
The reporting season in US just began and the market is off to a good start. The Information Technology and Financial sectors performed...
Apr 29, 20241 min read
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