Recently, I posted a piece a number of readers asked me to write: The Fundamentals of Market Bottoms, where I concluded we weren't yet at
a bottom for the equity markets.
Not exact matches
«The
bottom line
for us is that the US
equity market is going through a fairly clear topping process,» he said.
Bottom line: Don't give up on the Chinese economy and Chinese
equities just yet, but be prepared
for market volatility as China's new chapter is written.
The emerging
market slaughter will continue, especially
for countries with weaker fundamentals; their
equities, currency and local currency bonds and foreign currency bonds bearish slump has not yet reached the
bottom.
The
bottom line: Investors are being offered better returns
for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global
equities and emerging
market (EM) assets — can potentially help improve returns, in our view.
Bottom line: We believe it makes sense
for Canadian dollar based investors to retain currency exposure in non-domestic developed
market and emerging
market equity holdings.
The
bottom line: Investors are being offered better returns
for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global
equities and emerging
market (EM) assets — can potentially help improve returns, in our view.
Also, if you've got the extra cash, think about buying low — wait
for the
market to find its footing (or form a
bottom) and add money into
equities.
There are many reasons proffered
for the increase in global
equity market correlations — I would like to offer one more: competitive devaluation of currencies, a.k.a., the race to the
bottom.
Investors who stayed in
equities were rewarded however, since the
markets returned 15.4 % annually
for the 20 years following the 1932
bottom.