Australian market
Key points
2010 has been somewhat disappointing for investors,
with continuing economic recovery but various macro
scares resulting in a constrained and volatile ride for
share markets and other related investments.
2011 is likely to see global growth continue, and this
combined with attractive valuations and easy money is
likely to underpin renewed acceleration in the recovery
in shares and other growth oriented investments.
Key risks relate to the US housing market, sovereign
debt in advanced countries and emerging market
inflation. However, with shares cheap and so much
liquidity around its also possible that returns surprise on
the upside after the consolidation of 2010
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