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Emerging Markets Strategy
Special Report

Dilution: The Silent Drag On Equity Returns (Part 2)

by Arthur Budaghyan, Chief EM/China Strategist   Rajeeb Pramanik, India, ASEAN, and EMEA Strategist  
Emerging Markets
Equities
Earnings

Economic growth and rapid expansions do not always translate into higher EPS and shareholder returns. One of the key reasons is dilution. We offer a typology of dilution: (1) “offensive”, (2) “defensive”, (3) corporate governance-linked, and (4) idiosyncratic cases.

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Topics

Emerging Markets
Equities
Earnings

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