I'm of the opinion the market is overeacting. However, markets and money are being moved out of Bonds, not sure how this has a bearing on equities and how companies are performing. Ok wage growth, but we will be seeing improved results, performing companies and of course dividends. Why the big sell off then. Well i can only think the poorly educated.
Key indicators to look for this year, earning across top 100 companies strengthening, industrial output and consumption of raw materials growing and finally an end to quantitative easing.
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I'm of the opinion the market is overeacting. However, markets...
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