Feb 16, 2017 11:37 AM IST | Source: CNBC-TV18

Modestly bearish on India since December 2016: Jefferies

Value and earnings revisions styles still seem appealing. Turned modestly bearish on India since December 2016, Darby says.

Modestly bearish on India since December 2016: Jefferies

Sean Darby of Jefferies says global equities are in a sweet spot with rising asset turnover and pricing power helping shares of the real economy while higher bond yields and firming input costs will weigh heavily on the bond proxies in 2017.

As the China data demonstrates, it is better to be upstream rather than downstream, it feels.

Value and earnings revisions styles still seem appealing. Turned modestly bearish on India since December 2016, Darby says.

Sections
Follow us on
Available On