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us market: Cyclicals and value making a comeback in the US


Synopsis
Regardless of the Georgia runoff and whoever wins, we will get cyclicals and value making a comeback as the economy should grow above 5% in 2021, says Steve DeSanctis.
ETMarkets.com
GDP for 2021 is going to be quite strong for the US. There will probably be a move with the financials as well, says
Jefferies.
The outcome of the Georgia runoff elections in the US will be a critical one because if the Democrat candidates win that will have substantial implications for the markets going forward?
The Georgia runoff is going to be particularly interesting. It really sets the tone for the start of the year. If you get the Democrats, then there will be a blue wave and we are going to get a pretty sharp cyclical rally. The interest rates will pop a little bit in the US on the fact that there is going to be additional stimulus in may be infrastructure and more money in consumer pockets. So GDP for 2021 is going to be quite strong for the US. There will prob ....

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Welcome To IANS Live - BUSINESS - Retail investors pump in $ 12bn as they go direct in stock market

According to a report by foreign brokerage, Jefferies, the post-Covid period in India, similar to the global trend, has seen rising retail participation. The shareholding of small retailers has risen by 0.6 percentage points (ppt) over December 2019 to September 2020 while that for large retail has also gone up by 0.1 ppt during the period. MF s holding had declined by 0.1 ppt during the same. ....

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Welcome To IANS Live - TopStory - Retail investors pump in $ 12bn as they go direct in stock market

According to a report by foreign brokerage, Jefferies, the post-Covid period in India, similar to the global trend, has seen rising retail participation. The shareholding of small retailers has risen by 0.6 percentage points (ppt) over December 2019 to September 2020 while that for large retail has also gone up by 0.1 ppt during the period. MF s holding had declined by 0.1 ppt during the same. ....

New Delhi , News Service , India Private , All Rights , புதியது டெல்ஹி , செய்தி சேவை , இந்தியா ப்ரைவேட் , அனைத்தும் உரிமைகள் ,

Jefferies' Chris Wood Increases Exposure To Indian Equities, Cuts Stake In China And Pakistan


Jefferies Chris Wood increases exposure to Indian equities, cuts stake in China and Pakistan
The marquee investor increased the weightage of Indian equities by 150 basis points to 14 percent in his Asia Pacific ex-Japan relative-return portfolio and reduced stake in Chinese and Pakistani equity markets.
January 06, 2021 / 12:10 PM IST
Christopher Wood, Global Head of Equity Strategy at Jefferies, has further increased exposure to Indian equities in his ‘GREED and Fear’ portfolio.
The marquee investor increased the weightage of Indian equities by 150 basis points to 14 percent in his Asia Pacific ex-Japan relative-return portfolio and reduced stake in Chinese and Pakistani equity markets.
The move comes on the back of the recent upsurge in Nifty coupled with a consistent decline in COVID-19 cases in the country. In 2020, Nifty logged 15 percent return despite the over 40 percent crash in March. So far in 2021, it has had a perfect start, ending in gree ....

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