Row 90969

Row ID: 90969 | Dataset Entry | Axioma AXP Content Repository

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>If we look at the Shanghai stock index (for Chinese stocks), for example, the stock market has never recovered to its pre-2008 levels

2000-2009 or so was an exceptional run for emerging markets (see Callan links in link below), but terrible for the US (US had a negative CAGHR during that time). Things reversed for the next decade and has continued until today. Long term may favor emerging markets over the US (last I checked, anything over 40 years favored emerging over US large): https://www.ifa.com/charts/154h

>different regulations, but what specific regulations account for the difference?

Shouldn't these only explain a higher baseline valuation, not indefinite out performance?

>However, this seems to only be the case in the US market.

It actually isn't. See the Meb Faber Twitter link + the followup reply link, and the link directly below that and you'll see the extra US out performance is just from the most recent US favoring part of the US/ex-US cycle.

Then see the AQR link and see that largely it was just US stocks getting more expensive, not company performance, that largely has caused the split (that worries me about my US part, not reassures me).

This subreddit doesn't allow all the links that this post covers, so I have to link indirectly: https://www.reddit.com/r/Bogleheads/s/aeu2bBu5dD

FieldValue
text >If we look at the Shanghai stock index (for Chinese stocks), for example, the stock market has never recovered to its pre-2008 levels 2000-2009 or so was an exceptional run for emerging markets (see Callan links in link below), but terrible for the US (US had a negative CAGHR during that time). Things reversed for the next decade and has continued until today. Long term may favor emerging markets over the US (last I checked, anything over 40 years favored emerging over US large): https://www.i…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-25
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Raw Record

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  "text": ">If we look at the Shanghai stock index (for Chinese stocks), for example, the stock market has never recovered to its pre-2008 levels\n\n2000-2009 or so was an exceptional run for emerging markets (see Callan links in link below), but terrible for the US (US had a negative CAGHR during that time). Things reversed for the next decade and has continued until today. Long term may favor emerging markets over the US (last I checked, anything over 40 years favored emerging over US large): https://www.ifa.com/charts/154h\n\n>different regulations, but what specific regulations account for the difference? \n\nShouldn't these only explain a higher baseline valuation, not indefinite out performance?\n\n>However, this seems to only be the case in the US market.\n\nIt actually isn't. See the Meb Faber Twitter link + the followup reply link, and the link directly below that and you'll see the extra US out performance is just from the most recent US favoring part of the US/ex-US cycle.\n\nThen see the AQR link and see that largely it was just US stocks getting more expensive, not company performance, that largely has caused the split (that worries me about my US part, not reassures me).\n\nThis subreddit doesn't allow all the links that this post covers, so I have to link indirectly: https://www.reddit.com/r/Bogleheads/s/aeu2bBu5dD",
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