Dissecting Stock Returns: Financial Engineering or Genuine Growth?
Money For the Rest of Us
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The Relationship Between GDP Growth, Earnings Growth, and Stock Returns
This chapter analyzes the relationship between GDP growth, earnings growth, and stock returns in both emerging and developed markets. It highlights how earnings growth and dividends per share correlate well with stock returns, while GDP growth is not a reliable predictor. The chapter also discusses the current situation of global stock returns increasing despite a decline in earnings.
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