Emerging market equity versus bond returns for local investors
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Local investors in local currency EM and FM equities not as fixated on FX rate and convertibility risk as foreigners
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Dividend yield and earnings yield, both relative to local bond yield, capture the potential returns on offer to them
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We screen EM and FM on these metrics; this data is updated on monthly for subscribers to Tellimer Insights Data
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.