Sentences with phrase «market valuation perspective»

Not exact matches

From a valuation perspective, experts added that the Japanese equity market no longer looks particularly cheap.

In answering this question, as my co-author Terry Simpson and I write in the new Market Perspectives paper, «Assessing the Value of Valuations,» it's helpful to look at what today's valuations can tell us about the possible distribution of future U.S. stock market reMarket Perspectives paper, «Assessing the Value of Valuations,» it's helpful to look at what today's valuations can tell us about the possible distribution of future U.S. stock markeValuations,» it's helpful to look at what today's valuations can tell us about the possible distribution of future U.S. stock markevaluations can tell us about the possible distribution of future U.S. stock market remarket returns.

From a global perspective, improved liquidity and ongoing strength in the U.S., even if more moderate, are helping support stock markets, but attractive valuations in markets outside the U.S. might hold the key for what drives gains ahead.

While we prefer to compare market capitalization with corporate gross value added, including estimated foreign revenues, the following chart provides a longer historical perspective of where reliable valuation measures stand at present.

«Generally speaking, I am not very nervous on emerging markets from a valuation perspective and I back those with a reform agenda, like India,» he added.

I mean: I generally agree, that it's all about single stocks; and in that perspective, market valuation in general isn't interesting at all.

From the valuation perspective, both Wesfarmers and Woolworths are both relatively expensive against the market.

Despite the unique challenges of the most recent market cycle, I do expect that we will observe frequent opportunities to accept market risk in the coming years, even in an environment where valuations gradually work lower from a secular perspective.

As you know, our forward view is informed by valuations, and while there has been no material change in our market views from a valuation perspective, we are encouraged by the recent uptick in equity market volatility, and are hopeful that it will spawn new buying opportunities in the weeks and months ahead.

A good alternative to get some perspective on the valuation of the small - cap market is to look at the companies in the S&P 500 that carry the least amount of weight.

This gives us a different perspective based on the stock's own long - term market valuation instead of the market's valuation as a whole.

Chris Turner has a guest post at Doug Short's Advisor Perspectives called When Warren Buffett Talks... People Listen examining Warren Buffett's favored market valuation metric: Market Value divided by Gross National Prmarket valuation metric: Market Value divided by Gross National PrMarket Value divided by Gross National Product.

I mean: I generally agree, that it's all about single stocks; and in that perspective, market valuation in general isn't interesting at all.

I'm certainly not advocating diving straight into stocks, sectors & markets you know nothing about, but clinging rigidly to your comfort zone may be just as / if not more dangerous for your health — being the best sailor on a ship ain't much use if it's sinking fast in the middle of the Atlantic... Stocks change, valuations change, markets change, economies change — to avoid risk, and to seek opportunity, you need to change also... The more flexible & varied your investment approach — in terms of perspective & analysis — the more you'll stack the deck in your favour.

Based on this perspective, the only way the market is not substantially above sustainable valuation levels is if current long - term interest rates permanently remain at these levels.

«Our local asset management teams provide a bottom - up perspective on market conditions and valuations,» said Dover, who has over 25 years of experience in global investing.

Of course, in most instances, both perspectives / valuations will broadly overlap with each other and the actual market valuation.

Finally, we have iii) Debt: I'm ignoring IRSA & BrasilAgro debt, as they're held at the subsidiary level (from a Cresud perspective), and is implied anyway in the market valuations of these companies.

As for the activist investor perspective, ideally we'll see this valuation ultimately reflected in the market if / when the company's chunky investment spending pays off — then again, we could just as easily see an acquirer (or an activist) seek to unlock that value first...

From a timing perspective, the company was taken private at the peak of the market, so it would be interesting to see what valuation the sellers are looking for.