David Hernandez, CFA
Year-to-date, China has suffered the least among global equity markets, down 18%. In comparison, the U.S. and Eurozone have produced losses greater than 30%. Why have Chinese equities outperformed? Does that performance provide us with any insights into future expected returns? In this newsletter, we will examine several data points to provide some possible answers to these questions, including a look at coronavirus case counts, the latest PMI numbers, and monetary and fiscal measures.
As always, please reach out to your consultant or our research team for more details about any of the information in this newsletter. For more Marquette coverage on COVID-19, please view the Coronavirus Updates topic on our Research page.
Equity market strength through the third quarter continues to challenge the common expectation going into the year. Cumulatively through September…
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