Global Index Briefing: Emerging Markets & Commodity Prices
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1 Global Index Briefing: Emerging Markets & Commodity Prices April 9, 218 Dr. Ed Yardeni Joe Abbott Mali Quintana Please visit our sites at www. blog. thinking outside the box
2 Table Of Contents Table Of Contents EM MSCI & Commodity Prices 3-4 EM MSCI Forward Earnings & Commodity Prices 5-6 EM MSCI Forward Revenues & Commodity Prices 7-8 Australia 9-1 Brazil China Mexico South Africa April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
3 EM MSCI & Commodity Prices Figure 1. EMERGING MARKETS MSCI STOCK PRICE INDEX (in dollars) & INDUSTRIALS COMMODITY PRICE INDEX (daily) 1 Emerging Markets MSCI Stock Price Index (in dollars) * 1 * Includes copper scrap, lead scrap, steel scrap, tin, zinc, burlap, cotton, print cloth, wool tops, hides, rosin, rubber, and tallow. Source: MSCI and Commodity Research Bureau. Figure 2. EMERGING MARKETS LATIN AMERICA MSCI STOCK PRICE INDEX & CRB RAW INDUSTRIALS SPOT PRICE INDEX Emerging Markets Latin America MSCI Stock Price Index 1 Source: MSCI and Commodity Research Bureau. Page 3 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
4 EM MSCI & Commodity Prices Figure 3. EMERGING MARKETS ASIA MSCI STOCK PRICE INDEX Emerging Markets Asia MSCI Stock Price Index 1 Source: MSCI and Commodity Research Bureau. Page 4 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
5 EM MSCI Forward Earnings & Commodity Prices Figure 4. EMERGING MARKETS MSCI FORWARD EARNINGS PER SHARE Emerging Markets Forward Earnings* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Figure 5. EMERGING MARKETS LATIN AMERICA EARNINGS PER SHARE Emerging Markets Latin America Forward Earnings* 1 * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 5 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
6 6 EM MSCI Forward Earnings & Commodity Prices Figure 6. EMERGING MARKETS ASIA EARNINGS PER SHARE 5 4 Emerging Markets Asia Forward Earnings* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 6 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
7 1 EM MSCI Forward Revenues & Commodity Prices Figure 7. EMERGING MARKETS REVENUES PER SHARE 1 1 Emerging Markets Forward Revenues* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter Figure 8. EMERGING MARKETS LATIN AMERICA REVENUES PER SHARE 3 3 Emerging Markets Latin America Forward Revenues* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 7 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
8 EM MSCI Forward Revenues & Commodity Prices Figure 9. EMERGING MARKETS ASIA REVENUES PER SHARE Emerging Markets Asia Forward Revenues* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 8 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
9 Australia 1 Figure 1. AUSTRALIA MSCI STOCK PRICE INDEX 1 1 Emerging Markets Australia MSCI Stock Price Index 8 Source: MSCI and Commodity Research Bureau. 1 Figure 11. AUSTRALIA EARNINGS PER SHARE 8 Emerging Markets Australia Forward Earnings* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 9 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
10 Australia Figure 12. AUSTRALIA REVENUES PER SHARE CRB RAW INDUSTRIALS SPOT PRICE INDEX Emerging Markets Australia Forward Revenues* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 1 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
11 Brazil Figure 13. EMERGING MARKETS BRAZIL MSCI STOCK PRICE INDEX Emerging Markets Brazil MSCI Stock Price Index 1 1 Source: MSCI and Commodity Research Bureau. 4E+1 Figure 14. EMERGING MARKETS BRAZIL EARNINGS PER SHARE 3E+1 Emerging Markets Brazil Forward Earnings* 2E+1 1E+1 * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 11 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
12 Brazil 28 2 Figure 15. EMERGING MARKETS BRAZIL REVENUES PER SHARE CRB RAW INDUSTRIALS SPOT PRICE INDEX Emerging Markets Brazil Forward Revenues* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 12 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
13 China 12 Figure 16. EMERGING MARKETS CHINA MSCI STOCK PRICE INDEX 1 8 Emerging Markets China MSCI Stock Price Index Source: MSCI and Commodity Research Bureau. 8 Figure 17. EMERGING MARKETS CHINA EARNINGS PER SHARE 6 Emerging Markets China Forward Earnings* 4 2 * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 13 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
14 24 22 Figure 18. China EMERGING MARKETS CHINA REVENUES PER SHARE CRB RAW INDUSTRIALS SPOT PRICE INDEX Emerging Markets China Forward Revenues* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 14 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
15 Mexico Figure 19. EMERGING MARKETS MEXICO MSCI STOCK PRICE INDEX Emerging Markets Mexico MSCI Stock Price Index 1 Source: MSCI and Commodity Research Bureau. Figure 2. EMERGING MARKETS MEXICO EARNINGS PER SHARE Emerging Markets Mexico Forward Earnings* 1 * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 15 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
16 Mexico Figure 21. EMERGING MARKETS MEXICO REVENUES PER SHARE CRB RAW INDUSTRIALS SPOT PRICE INDEX Emerging Markets Mexico Forward Revenues* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 16 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
17 South Africa Figure 22. EMERGING MARKETS SOUTH AFRICA MSCI STOCK PRICE INDEX 1 Emerging Markets South Africa MSCI Stock Price Index 1 Source: MSCI and Commodity Research Bureau. 1 Figure 23. EMERGING MARKETS SOUTH AFRICA EARNINGS PER SHARE 8 6 Emerging Markets South Africa Forward Earnings* 4 2 * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 17 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
18 South Africa 9 Figure 24. EMERGING MARKETS SOUTH AFRICA REVENUES PER SHARE CRB RAW INDUSTRIALS SPOT PRICE INDEX 8 Emerging Markets South Africa Forward Revenues* * Time-weighted average of the consensus estimates for current and next year. Monthly through December 5, weekly thereafter. Page 18 / April 9, 218 / Global Index Briefing: Emerging Markets & Commodity Prices www.
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