Global Revenues & Earnings

(1) Not much evidence of EM crisis in weekly analysts' consensus estimates. (2) Are EM stocks oversold and cheap? (3) Some Eurozone stocks may be overbought and expensive. (4) Forward revenues rising to record highs in US, meandering elsewhere. (5) Margin squeeze in EMs. (6) China MSCI is cheapest since 2001. (7) Brazil’s revenues up, but margins down with P/E at 33% discount. (8) Eurozone’s weak economic and MSCI f d t l P/E (9) J i till l ti l h