CH Investment & Economic Strategy Lunch 2023

US EPS growth was narrowly based

TRAILING EARNINGS, US$, 2008=100

1400

1400

* MANAMA = META (FROM 2012), ALPHABET, NVIDIA, APPLE, MICROSOFT, AMAZON & TESLA (FROM 2010). † S&P500 EX -MANAMAT.

1200

1200

1000

1000

800

800

PRE- PANDEMIC TREND

MANAMAT STOCKS*

600

600

400

400

S&P493†

200

200

MSCI ALL COUNTRY EX-UNITED STATES

0

0

08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25

1

Sources: DataStream, Bloomberg, MSCI, NBER

62

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