金色财经|Jun 03, 2026 06:44
[Morgan Stanley: MSCI Emerging Markets Index Earnings Per Share Expected to Grow 40% by 2026]
According to a report by Jinse Finance, on June 3, Morgan Stanley's Asia and Emerging Markets Equity Strategist Daniel Blake recently shared a mid-term outlook at the Global Macro Forum. He projected that the MSCI Emerging Markets Index earnings per share (EPS) will grow by 40% by 2026, but decline to 9% in 2027, slightly below market consensus expectations. The current consensus earnings revisions for emerging markets are primarily driven by the information technology and energy sectors. The institution expressed optimism about regions such as North Asia, Brazil, Greece, Hungary, and Saudi Arabia, with a stronger preference for the China A-share market, emphasizing that capital expenditure is favored over consumption. (Jin10)
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