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For Indonesia, the signs of economic recovery are flashing now that the government has launched five stimulus packages, while the rupiah has gained.
Currently, we have a positive view on European Equities as based on 4 key factors underpinning valuations and providing potential for valuations to rise.
When applying the best academic thinking to the forecasting of equity returns we find equity markets still have further to go in the next 12 months – despite the recent bull market
Major European sectors should do well in 2014 as company profitability recovers. Investors should look for large-cap companies offering longer-term growth and sustainable earnings, which together with attractive valuations can result in opportunities to take or expand positions.
As part of our 2014 webinar series to provide our clients with reliable information and insights, we have decided to organise a web conference (webinar) focused on “Why should European equities outperform?”.
As part of our 2013 webinar series to provide our clients with reliable information and insights, we have decided to organise a web conference (webinar) focused on “European equities are back on track”.