While Asian financial companies have by no means been safe from the recent banking turmoil scything through other developed economies, regional banks have had a far less punishing month in terms of sales and earnings estimates than their peers in other markets. The financials sector...
Regular readers will know that we often measure the influence of certain fundamental and macrofactors on stocks. The way we do this is to measure the correlation between the factor in question (with the individual readings broken into deciles) and the market performance over various...
Last week we wrote a few posts here, here and here noting the significant deterioration in EPS and sales growth estimates over the last few months....
As we noted in our last post, the absolute level of EPS growth estimates has fallen to the lowest level since 2009 in North America and Europe, but has remained fairly stable in Asia and EMs....
