Michele Aghassi - Unintended Bets Everywhere (S6E7)
Flirting with Models
The Future Expected Return Advantage of Emerging Equities
In computing those return expectations, we assume only a 50 basis point annual real earnings growth advantage for emerging equities over developed markets. So the results that we come to are in no way dependent on a close relationship with GDP growth and corporate earnings growth. We would actually come to similar return premium conclusions if we dropped that growth advantage down to zero.
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