Religare outlook on market

We think the best outcome for equities is an orderly decline in the dollar, rise in commodities and a modest self-sustaining global recovery that supports flows back into EMs, says Jason Todd, Religare.

May 24, 2011 / 08:01 IST

Jason Todd, Religare said that, "We think the best outcome for equities is an orderly decline in the dollar, rise in commodities and a modest self-sustaining global recovery that supports flows back into EMs. Declining EM inflation concerns, which we expect the market will be focused on as early as Q3 will be a powerful tailwind for EM equities given attractive valuations."

first published: May 24, 2011 07:58 am

Discover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347