You don't have to look very far to see international turmoil these days. China's economy appears to be hitting a rough patch, Russia is in the process of annexing Crimea, and emerging markets are still under pressure. Unfortunately for US-focused investors, American companies are not immune to the overseas turmoil. 568 of the companies in the Russell 1000 Index draw at least 10% of their revenue from foreign markets, and 224 of those make more than half of their sales in other countries. In today's world of global markets, international supply chains, and foreign revenues, it seems every company is reliant on foreign demand in one way or another.
To help our clients gain a deeper understanding of the dependence their investments have on foreign economies, we have created the Bespoke International Revenue Database. Available to our annual Premium and all Institutional clients, this proprietary database lists the percentage of foreign versus domestic revenues for all companies in the Russell 1000. While no company is fully insulated from global economic risks, the International Revenues Database can help illustrate which companies in your portfolio are most at risk when international instability jumps, and which companies might be safe havens at home.
A further description of the Bespoke International Revenues database can be found here. If you are interested in gaining access to the database, sign up today or give us a call at 914-315-1248 to discuss what an Institutional subscription can do for you and your team. Don't forget, Institutional clients also get access to our proprietary Bespoke Interactive Earnings Database, Bespoke Economic Indicator Database, and our research team for custom research requests. Group and firm discounts are available, as well as all of the benefits of a Bespoke Premium subscription.