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
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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

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