Global Equity Market P/E Ratios

Below is a chart showing global equity market valuations, as produced by Bespoke Investment Group. Canadian stocks are currently fetching a P/E of 13X, and given Canada's relatively stronger economic fundamentals, from a fiscal and banking industry standpoint, and its significant commodity complex, are relatively attractive. It is notable that Canada's P/E was around 9X back at the beginning of March, so the strong rally since has aided significant P/E multiple expansion off the lows.

Bespoke: As shown, Russia currently has the lowest P/E ratio at 6, followed by Italy (10) and France (11).  At 14, the US is more attractive based on its P/E ratio than most countries.  Taiwan has the highest P/E at 60, and the UK is surprisingly bad at 34.  It's valuation is worse than China's.  Germany also has a very high P/E ratio at 27.

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  1. What is Bespoke using for their calculations? For example, the U.S. stock market (using S&P500) is showing an operating P/E of 21.17 and a reported P/E of 132.50 ( as of March 2009). Even all of the S&P estimates into 2010 have a P/E above 25.(www2.standardandpoors.com/spf/.../SP500_EPS_DIV_20090618.XLS)

    Also, if you use Robert Shillers earnings estimate of average inflation adjusted 10 years of earnings the P/E is currently 15.88.

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