The two largest emerging markets have taken very different paths, echoing the divergence in the economic and demographic landscape for these two countries.
Europe's mild recession is over, with growth expected to continue. Valuations for eurozone stocks remain attractive, offering the potential for further price appreciation.
Find Market Commentary content
Deficits, Debt and Markets: Myths vs. Realities
Active Patience: What It's Like to Run an Investment Firm (with Mellody Hobson)
Buying a Muni Below Par? Reasons to Think Twice
How Are Money Market Funds Managed?
Emerging Market Contrasts: China and India
The Power of Compounding and the Definition of "Rich" (With Scott Galloway)
How Innovation Drives Growth: A Conversation With Chuck Schwab
The Recession Has Ended
The Fed's Message: Patience and No Change in Interest Rate Policy