Gavekal Capital: Greater Focus on ROE in October

Friday, October 31, 2014

Greater Focus on ROE in October

Over the last month, ROE has moved to the top of the list of factors that influence returns in the MSCI World Index:

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While this was also the most important driver in Europe, it did not even make it into the top five for the North American or Pacific regions:

Europe
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North America
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Pacific
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