1GlobalEquityResearch22July2024J.P.MorganEquityStrategyMislavMatejka(44-20)7134-9741,mislav.matejka@jpmorgan.comPedroMartinsJunior(55-11)4950-4121,pedro.x.martins@jpmorgan.comDubravkoLakos-Bujas(1-212)622-3601,dubravko.lakos-bujas@jpmorgan.comGlobalDevelopedMarketsStrategyDashboardMislavMatejka,CFAAC(44-20)7134-9741mislav.matejka@jpmorgan.comJ.P.MorganSecuritiesplcNityaSaldanha,CFA(44-20)7742-9986nitya.saldanha@jpmorgan.comJ.P.MorganSecuritiesplcAnamilKochar,CFA(91-22)61575179anamil.kochar@jpmorgan.comJ.P.MorganIndiaPrivateLimitedPrabhavBhadani,CFA(44-20)7742-4404prabhav.bhadani@jpmorgan.comJ.P.MorganSecuritiesplcKarishmaManpuria,CFA(91-22)61574115karishma.manpuria@jpmorgan.comJ.P.MorganIndiaPrivateLimitedTableofContentsPage#MarketsandGlobalSectorsPerformance2KeyGlobalMarketsPerformance3ProfitOutlook:Changesin2024and2025EPSForecastsbyCountry/Region4Changesin2024and2025EPSForecastsbySector52024EPSbySectorforUS,UK,JapanandEurozone62025EPSbySectorforUS,UK,JapanandEurozone7+veto-veEPSRevisionsbyCountry/Region8EPSGrowthbySectorforKeyRegions9RegionalandCountryValuations10SectorValuationsbyRegion11RegionalValuations:12monthForwardPE12PricetoBook13Cycle-AdjustedPE14RegionalDividendYieldGap15Seepage16foranalystcertificationandimportantdisclosures,includingnon-USanalystdisclosures.J.P.Morgandoesandseekstodobusinesswith...
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