Global Shares to Keep Rising, Say Strategists Unbothered by Trade Ructions
Stock market strategists are sticking to their positive view on the performance of global equity markets, expecting solid gains in even the most beaten-down indexes in India and Japan, according to the latest quarterly Reuters polls. Despite rising political and economic risks, including the threat of tariffs from the United States and potential trade wars with Canada and Mexico, strategists remain optimistic about market trends. The majority of experts polled predict that corporate earnings will grow slower in 2025 than last year, but still forecast solid gains for the rest of the year.
- The seeming disconnect between rising uncertainty and stock market resilience highlights the complex interplay between macroeconomic factors and investor sentiment, suggesting that the current rally may be driven by more than just fundamentals.
- What role do policymakers' willingness to tolerate higher inflation and interest rates play in maintaining investor confidence and driving market growth?