Performance Derby: MSCI Regions & Countries STRG, STEG, & LTEG February 7, 2018 Dr. Ed Yardeni 516-972-7683 eyardeni@yardeni.com Joe Abbott 732-497-5306 jabbott@yardeni.com Please visit our sites at blog.yardeni.com thinking outside the box
Table Of Contents Table Of Contents Table 1: Sorted on Forward Revenue Growth (%) 1 Table 2: Sorted on Forward Earnings Growth (%) 2 Table 3: Sorted on Long-Term Earnings Growth (%) 3 February 7, 2018 / Forecasted % Growth Rate: STRG/STEG/LTEG
Table 1: Sorted on Forward Revenue Growth (%) Table 1: Forecasted Growth Rate STRG / STEG / LTEG, Sorted on STRG-Forward Revenue Growth (Thursday data as of February 01, 2018) MSCI Regions/Countries STRG STEG LTEG Egypt 43.5 14.7 NA Sri Lanka 13.4 11.6 NA Argentina 12.8 44.5 28.6 Turkey 11.8 10.5 17.8 India 11.8 20.0 17.5 China 11.0 15.8 34.1 Norway 10.5 3.8 15.2 Indonesia 9.6 13.4 13.6 Philippines 9.5 11.7 11.8 Peru 9.4 15.4 12.0 Emerging Markets Asia 9.2 12.9 25.0 Hungary 9.1 3.2 6.9 Emerging Markets 8.7 12.9 23.0 Pakistan 7.9 28.4 8.3 Thailand 7.8 8.0 13.2 Greece 7.2 19.9 10.6 Colombia 6.7 22.2 37.1 Chile 6.7 15.5 11.9 South Africa 6.7 21.1 23.0 Emerging Markets Latin America 6.5 14.1 14.5 Mexico 6.5 0.8 25.4 Brazil 6.4 18.3 10.3 Poland 6.3 3.5 17.4 Hong Kong 6.3 8.6 9.3 Malaysia 6.2 7.7 8.7 Denmark 6.0 8.6 11.0 Taiwan 5.9 8.1 9.9 United States 5.9 16.7 14.8 Korea 5.7 10.5 27.4 World 5.5 13.2 15.3 France 5.4 8.7 10.4 Russia 5.4 8.5 13.9 Singapore 5.4 10.4 9.9 Canada 5.3 9.8 11.4 UK 4.6 7.3 16.2 Morocco 4.5 5.4 NA Portugal 4.5 5.8 4.9 Switzerland 4.3 15.1 13.3 Europe 4.1 9.6 13.9 Italy 4.0 15.3 47.3 EMU 3.7 9.9 13.3 EAFE 3.6 9.2 13.6 Austria 3.4 1.5 9.5 Australia 3.1 5.8 14.8 Spain 2.8 15.7 11.8 Germany 2.8 9.4 11.8 Japan 2.7 8.7 13.2 Sweden 2.7 14.5 7.8 Belgium 2.6 11.0 19.6 Netherlands 1.9 9.1 9.8 New Zealand 1.8 10.7 9.7 Ireland 1.3 9.4 7.9 Finland 1.0-1.6 8.3 Czech Republic 0.6-14.1-11.5 Jordan -5.8-3.1 NA Israel -7.0-2.9 3.1 Source: Thomson Reuters I/B/E/S. Page 1 / February 7, 2018 / Forecasted % Growth Rate: STRG/STEG/LTEG
Table 2: Sorted on Forward Earnings Growth (%) Table 2: Forecasted Growth Rate STRG / STEG / LTEG, Sorted on STEG-Forward Earnings Growth (Thursday data as of February 01, 2018) MSCI Regions/Countries STRG STEG LTEG Argentina 12.8 44.5 28.6 Pakistan 7.9 28.4 8.3 Colombia 6.7 22.2 37.1 South Africa 6.7 21.1 23.0 India 11.8 20.0 17.5 Greece 7.2 19.9 10.6 Brazil 6.4 18.3 10.3 United States 5.9 16.7 14.8 China 11.0 15.8 34.1 Spain 2.8 15.7 11.8 Chile 6.7 15.5 11.9 Peru 9.4 15.4 12.0 Italy 4.0 15.3 47.3 Switzerland 4.3 15.1 13.3 Egypt 43.5 14.7 NA Sweden 2.7 14.5 7.8 Emerging Markets Latin America 6.5 14.1 14.5 Indonesia 9.6 13.4 13.6 World 5.5 13.2 15.3 Emerging Markets 8.7 12.9 23.0 Emerging Markets Asia 9.2 12.9 25.0 Philippines 9.5 11.7 11.8 Sri Lanka 13.4 11.6 NA Belgium 2.6 11.0 19.6 New Zealand 1.8 10.7 9.7 Turkey 11.8 10.5 17.8 Korea 5.7 10.5 27.4 Singapore 5.4 10.4 9.9 EMU 3.7 9.9 13.3 Canada 5.3 9.8 11.4 Europe 4.1 9.6 13.9 Ireland 1.3 9.4 7.9 Germany 2.8 9.4 11.8 EAFE 3.6 9.2 13.6 Netherlands 1.9 9.1 9.8 Japan 2.7 8.7 13.2 France 5.4 8.7 10.4 Hong Kong 6.3 8.6 9.3 Denmark 6.0 8.6 11.0 Russia 5.4 8.5 13.9 Taiwan 5.9 8.1 9.9 Thailand 7.8 8.0 13.2 Malaysia 6.2 7.7 8.7 UK 4.6 7.3 16.2 Portugal 4.5 5.8 4.9 Australia 3.1 5.8 14.8 Morocco 4.5 5.4 NA Norway 10.5 3.8 15.2 Poland 6.3 3.5 17.4 Hungary 9.1 3.2 6.9 Austria 3.4 1.5 9.5 Mexico 6.5 0.8 25.4 Finland 1.0-1.6 8.3 Israel -7.0-2.9 3.1 Jordan -5.8-3.1 NA Czech Republic 0.6-14.1-11.5 Source: Thomson Reuters I/B/E/S. Page 2 / February 7, 2018 / Forecasted % Growth Rate: STRG/STEG/LTEG
Table 3: Sorted on Long-Term Earnings Growth (%) Table 3: Forecasted Growth Rate STRG / STEG / LTEG, Sorted on LTEG-LongTerm Earnings Growth (Thursday data as of February 01, 2018) MSCI Regions/Countries STRG STEG LTEG Italy 4.0 15.3 47.3 Colombia 6.7 22.2 37.1 China 11.0 15.8 34.1 Argentina 12.8 44.5 28.6 Korea 5.7 10.5 27.4 Mexico 6.5 0.8 25.4 Emerging Markets Asia 9.2 12.9 25.0 Emerging Markets 8.7 12.9 23.0 South Africa 6.7 21.1 23.0 Belgium 2.6 11.0 19.6 Turkey 11.8 10.5 17.8 India 11.8 20.0 17.5 Poland 6.3 3.5 17.4 UK 4.6 7.3 16.2 World 5.5 13.2 15.3 Norway 10.5 3.8 15.2 United States 5.9 16.7 14.8 Australia 3.1 5.8 14.8 Emerging Markets Latin America 6.5 14.1 14.5 Russia 5.4 8.5 13.9 Europe 4.1 9.6 13.9 Indonesia 9.6 13.4 13.6 EAFE 3.6 9.2 13.6 EMU 3.7 9.9 13.3 Switzerland 4.3 15.1 13.3 Japan 2.7 8.7 13.2 Thailand 7.8 8.0 13.2 Peru 9.4 15.4 12.0 Chile 6.7 15.5 11.9 Germany 2.8 9.4 11.8 Spain 2.8 15.7 11.8 Philippines 9.5 11.7 11.8 Canada 5.3 9.8 11.4 Denmark 6.0 8.6 11.0 Greece 7.2 19.9 10.6 France 5.4 8.7 10.4 Brazil 6.4 18.3 10.3 Singapore 5.4 10.4 9.9 Taiwan 5.9 8.1 9.9 Netherlands 1.9 9.1 9.8 New Zealand 1.8 10.7 9.7 Austria 3.4 1.5 9.5 Hong Kong 6.3 8.6 9.3 Malaysia 6.2 7.7 8.7 Finland 1.0-1.6 8.3 Pakistan 7.9 28.4 8.3 Ireland 1.3 9.4 7.9 Sweden 2.7 14.5 7.8 Hungary 9.1 3.2 6.9 Portugal 4.5 5.8 4.9 Israel -7.0-2.9 3.1 Czech Republic 0.6-14.1-11.5 Egypt 43.5 14.7 NA Sri Lanka 13.4 11.6 NA Morocco 4.5 5.4 NA Jordan -5.8-3.1 NA Source: Thomson Reuters I/B/E/S. Page 3 / February 7, 2018 / Forecasted % Growth Rate: STRG/STEG/LTEG
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