Bloomberg Intelligence's 'Equity Market Minute' 9/04/2019

The video discusses the persistent valuation discount of emerging market stocks compared to developed markets, noting that this discount has not been a catalyst for reversing underperformance. Despite a slight reduction in the discount since 2015, emerging markets continue to lag behind due to weaker fundamentals and margins. The video highlights that US growth is expected to outpace emerging markets, maintaining the valuation gap. The analysis includes graphical representations of valuation gaps and margin differences, concluding with a cautious outlook for emerging markets.

What has been the average margin discrepancy between emerging markets and the US over the last five years?

What is the expected growth trend for US markets compared to emerging markets in the upcoming year?