Kirk West, MD -Asia, Principal Global Investors believes that risk trade is back on rather than receding. He feels that the US markets could fetch a healthy double digit return this year on equities. They are also constructive on Japan.
Kirk West, managing director Asia, Principal Global Investors, Investment Strategy says that the impact of Bernake’s comments will be good for equities. “Conditions will be good for growth assets, however, we are expecting further weakness in the dollar index,” he says