Monday, 6 February 2017

Nifty eyes 8800, Sensex up over 150 pts

Ripples Advisory Private Limited, Indore @9303093093

MSCI Asia ex-Japan has rarely traded above its current 12.8x forward P/E on a sustained basis in the past six years. The earnings upgrades that spurred the market re-rating last year have begun to fade, and from here he sees YoY comparables turning unfavourable for the energy and materials sectors in particular. Perhaps the most prominent risk currently is President Donald Trump. 

Trump's policies are most likely negative for emerging markets and Asia, given their 'America First' approach and, if anything, it looks more and more the case that Trump intends to follow through on his campaign positions.

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