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Can Earning Season Save Growth Stocks? | Sam Burns
Forward Guidance
How to Evaluate Emerging Markets and China
How are you thinking about global stocks mostly we've talked about the stocks in the US. Emerging markets didn't really do that well in 2021 everyone was saying it's reflation and all this as a signal of reflation were there high commodity pricesHigh growth yada yada yADA but in reflation emerging markets tend to do well the dollar tends to be weak That was not the case in 2021 so I'm still fairly negative on China just because we haven't seen a turn in the earnings estimate trends that we watch for China they're still much weaker than the rest of the world.
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