China’s decision to tighten monetary policy on January 12 and weak corporate earnings reports out of the US have put a damper on bullish equity sentiment in Europe. That said, I still think upside momentum can carry further on a tactical basis. Two markets I particularly like are the Russian RTS and Polish WIG20. With [Read more...]

Last week my colleagues at Business Monitor and I took off our bullish key market view of the Brazilian Bovespa index, following gains of around 13.8%. The monthly chart, which was run in the Latin America section of Business Monitor Online, highlights the strong potential of a major reversal. The accompanying chart below is the [Read more...]

Terry Alexander is back on the Business Monitor Podcast this week to speak about the recent performance in global equities. Since our very first podcast he has reiterated his bullish stance on stocks, a view which, almost five months later, still remains unshaken. Both the technical and fundamental picture remains conducive of further gains for [Read more...]

 

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With global equity markets pushing through key technical levels and international investor confidence rising, certain sub-Saharan African (SSA) currencies have caught my eye. Aside from tentative improvements in macroeconomic fundamentals, many currencies offer high interest rates, which are likely to attract capital inflows on the back of increasing global risk appetite. Perhaps more importantly, several [Read more...]