Global stocks were down Monday, after enjoying 7 weeks of gains, as concerns of the outbreak of swine flu spooked investors. But experts tell CNBC that stocks are still a good long-term bet.
Stay In Stocks Despite Volatility
Expect a lot of volatility in the markets in the short term, warns Anthony John, CEO at FundQuest, UK. But he tells CNBC that equities are still a good long-term bet. He explains why.
Upbeat on US Stocks
Peter McGuire, managing director of Commodity Warrants Australia explains why he is bullish on U.S. equities and gold.
Choose Assets that Generate Income
Gold is very precariously positioned, according to Adrian Mowat, chief Asian & emerging markets equity strategist at JPMorgan. He tells CNBC why he prefers to stay in assets that actually generate an income.
No Recovery Seen Till 2010
The global economy will continue to contract in 2009, predicts Hans Goetti, CIO of LGT Bank in Liechtenstein, Singapore. He tells CNBC that we will see a shallow recovery in 2010, at the earliest.
US GDP Set to Contract 5% in Q1
Sean Callow, senior currency strategist at Westpac Bank sees the Fed keeping policy steady at this week's FOMC meeting, but the dollar may weaken if the government plans to add to the $300 billion worth of Treasurys it is buying.
Nikkei 225 May Rise Above 9,000
The Nikkei 225 should be able to break above the 9,000 level again, believes Uwe Parpart, chief economist & strategist, Asia at Cantor Fitzgerald.
Japan Autos Set to Log Big Losses
Frederic Gits, senior director at Fitch Ratings says Asian automakers could be negatively affected in the short term if the U.S. Big Three fall into bankruptcy.
Where Next for the BoJ?
With rates already so low in Japan, the Bank of Japan is likely to pump liquidity directly into the economy, says Richard Yetsenga, regional FX strategist at HSBC.
No Inflationary Period
Adrian Mowat, chief Asian and emerging markets equity strategist at JPMorgan explains why he does not see an inflationary period.
Assessing China's Investment Strategy
China's long debt, short equity structure may not give it the optimal risk/return tradeoff over the long term, says Peng Wensheng, director & head of China Research at Barclays Capital.
Rewriting Investment Management
Expect more structural changes and consolidation in the investment management space, says Anthony John, CEO at FundQuest, UK.