The equity market is currently entering an inflexion point in...

The equity market is currently entering an inflexion point in its focus.

From:
guessing where interest rates are heading ,

To:
concern about underlying economic weakness which is going to hamper corporate earnings growth.

So, while it is now accepted that interest rates have peaked and are going to fall (albeit the pace of the decline is still a subject of debate), earnings growth in weak macroeconomic conditions is fast becoming the new concern.

Under that inflexion in market thinking few stocks are likely to be more sought out buy investors than ones that are able to grow Revenues and Earnings organically, despite the weak economic conditions.

That basically describes RMD.

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