Tech companies are delivering products the public likes and generating strong earnings, but as
global asset allocators «we are pivoting away from US stocks: the overall US stock market is the most expensive it has been in the last ten years.»
But maybe the problem here isn't the Fed but that markets are slowly but surely pricing in
global deflation, which would explain why
asset allocators are shifting out of risk
assets into safe haven
assets.
Kotak Equity Arbitrage (Sept. 1,» 08), Kotak
Asset Allocator Fund (Sept. 1,» 08), Kotak
Global Emerging Market Fund (Apr. 4,» 11), (Dedicated fund manager for over seas investment), Kotak Balance (Aug. 25,» 15), Kotak Equity Savings Fund (Oct. 13,» 14), Kotak World Gold Fund (Jan. 31,» 15), Kotak US Equity Fund (Jan. 31,» 15), Kotak PSU Bank ETF (Nov. 8,» 07), Kotak SENSEX ETF (Jun. 6,» 08), Kotak NIFTY ETF (Feb. 8,» 10), Kotak Banking ETF (Dec. 11,» 14), Kotak Classic Equity (Jan. 1,» 17).