Jim O'Neill identifies big discrepancies between major economies' shares of global GDP and domestic equity valuations.
en English
Economics
Jun 10, 2026
Jim O'Neill
With China and India having grown so fast as to compensate for the underperformance of their fellow BRICS (Brazil, Russia, and South Africa), the center of gravity in the global economy continues to shift eastward. The question now is whether—and when—equity valuations will reflect this underlying reality.
Worse Than Dot-Com Bubble? US Market Valuation Hits Record 238% Of GDP - State Street SPDR S&P 500 ETF Tr
What makes the US economy so resilient & why Indian investors should take note
Stock-pay boom amplifies US economic drumbeat: Mike Dolan
'Getting Closer': Goldman Chief US Equity Strategist Evaluates Equity Market Exuberance
US stock market valuation hits a record 238% of GDP. At $75.7 trillion, learn why current asset prices now dwarf the 2000 dot-com…
"We expect total corporate equity supply to register $675 billion including follow-ons and other issuance. However, this issuance…
The strong performance of the offshore market has led global investors to take a second look at Chinese equities.
What are we to make of gold and US stocks, especially tech-heavy indices, recently hitting record highs around the same time?…
Jayati Ghosh highlights the growing triumphalism among the country's economists—and explains why it may be misplaced.
The Bank of England expects “an adjustment” in equity markets, Sarah Breeden, a deputy governor at the central bank, said in a…
