Global Strategists Stick to Positive View on Global Equity Markets Despite 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 a Reuters poll. The United States under President Donald Trump threatening to impose tariffs on its traditional allies does not appear to have shaken their resolve. Slightly more than half of the strategists expect a correction in their local market in the coming three months, roughly the same proportion compared with a November survey.
- This consistent optimism among global equity strategists may be driven by the assumption that markets can absorb a range of economic shocks and uncertainties without experiencing significant corrections.
- How will the expected solid gains in global equity markets impact the performance of individual stocks within these indexes, particularly those with sensitive commodity prices or exposure to trade-sensitive industries?