November Country Rankings

Our latest Country Rankings are out. See below for some general comments and click the link to see more details.

  • The United States continues to fall in our rankings. The United States
    Price/Book ratio is 2.8x vs a country avg. of 1.8x, and has
    deteriorating short‐term momentum. It is now ranked 12th in our
    model and we maintain a slight overweight.
  • Germany climbed in our rankings and is now ranked 6th overall,
    exhibiting better than average Risk and Valuation scores. It has a
    7.8x Price to Cash Earnings vs. a country avg. of 11x, and has the
    lowest CDS spread levels of any country.

PDF imageNovember Country Rankings

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