EM index
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 23, 2024 by Dan Tannenbaum · across every show →
Everything said about EM index, oldest first
May 23, 2024 positive
Tannenbaum: 75% to 80% of Indian Large-Cap Returns Are EPS-Driven
“The other is that valuations must be expensive, and because India has had a relatively decent run, that too feels like it should be the case, but when you decompose it, yes, returns have been okay, but because earnings growth has been pretty strong for the lar…”