Guggenheim Investments’ Macro View for the end of January contained a great chart showing stock market capitalization as a percentage of GDP for the United States, India, the EuroZone and China. It was noted that US stock market capitalization as a percent of GDP is at its highest level since the third quarter of 2003, the year this global comparison data became available. The chart reveals that equity valuations in the euro zone, China and India appear much lower. However and as central banks in those countries implement policies to reflate their economies and structural reforms take hold, their stock markets could present more attractive opportunities over the longer term.
To read the whole accompanied article, Good Company, Bad Stock, go to the website of Guggenheim Investments.
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