Steve Brice, chief investment strategist, Standard Chartered Bank believes as long as the data coming out of the US continues to be strong, markets will take tapering in its stride.
JPMorgan funds is optimistic of global equities performing well in the next year. He sees promise in the European and emerging markets (EMs) in the medium-term.
Many emerging economies are grappling with domestic issues, but from a relative valuations perspective, emerging markets are not expensive, says David Kelly.
David Kelly of JPMorgan Funds believes markets at the moment are very concerned over the fiscal cliff. But, he is hopeful of getting it fixed over the next few weeks or at the most, till January.