Structural ROE could drive excess returns: Credit Suisse
Published on Thu, Mar 11, 2010 at 08:46 | Source : CNBC-TV18
Updated at Thu, Mar 11, 2010 at 08:50
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Structural ROE could drive excess returns: Credit Suisse
With interest rates in emerging markets at historically low levels versus nominal GDP, we believe structural ROE could drive excess returns going forward, says Sakthi Siva of Credit Suisse.
Here is expert equity call for the day on how the markets are expected to trade:
Sakthi Siva, Credit Suisse: Emerging markets have outperformed developed markets over 1, 5, 10 & 20 years. With interest rates in emerging markets at historically low levels versus nominal GDP, we believe structural ROE could drive excess returns going forward.
