Analysis and market intelligence on fixed income, forex and equities in Asia, EMEA and Latin America

Economy / Argentina

Equities Present New Entry Opportunities

April 2010 | Market Strategy

We continue to like the look of global equity markets, as reflected in our global key market views portfolio, in which six out of 12 key views are equity positions. In several cases we have already seen considerable gains, as outlined in yesterday's Global Daily Financial Alert (see 'Key Market Views: Equities Still Look Good' on April 6). Nevertheless, we have refrained from opening a bullish Latin American equities view since we took profit on our long Brazilian equities position on March 15.

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