J.P.MorganEquityStrategyGlobalEquityResearchGlobalEquityResearchMislavMatejka(44-20)7134-9741,mislav.matejka@jpmorgan.com7May20247May2024PedroMartinsJunior(55-11)4950-4121,pedro.x.martins@jpmorgan.comDubravkoLakos-Bujas(1-212)622-3601,dubravko.lakos-bujas@jpmorgan.comGlobalDevelopedMarketsStrategyDashboardGlobalEquityStrategyPrabhavBhadani,CFATableofContentsPage#(44-20)7742-4404MarketsandGlobalSectorsPerformance2MislavMatejka,CFAACprabhav.bhadani@jpmorgan.comKeyGlobalMarketsPerformance3(44-20)7134-9741J.P.MorganSecuritiesplcProfitOutlook:mislav.matejka@jpmorgan.com4J.P.MorganSecuritiesplcChangesin2024and2025EPSForecasts5byCountry/Region6NityaSaldanha,CFAKarishmaManpuria,CFAChangesin2024and2025EPSForecastsbySector7(44-20)7742-9986(91-22)615741152024EPSbySectorforUS,UK,JapanandEurozone8nitya.saldanha@jpmorgan.comkarishma.manpuria@jpmorgan.com2025EPSbySectorforUS,UK,JapanandEurozone9J.P.MorganSecuritiesplcJ.P.MorganIndiaPrivateLimited+veto-veEPSRevisionsbyCountry/Region10EPSGrowthbySectorforKeyRegions11AnamilKochar,CFARajivBatraRegionalandCountryValuations(91-22)61575179(65)6882-8151SectorValuationsbyRegion12anamil.kochar@jpmorgan.comrajiv.j.batra@jpmorgan.comRegionalValuations:13J.P.MorganIndiaPrivateLimitedJ.P.MorganSecuritiesSingapore12monthForwardPE14PrivateLimitedPricetoBook15EMEquityStrategyCycle-AdjustedP...
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