Stocks with certain red flags such as loan defaults, rating downgrades, selling of pledged shares, rising debt, and poor earnings, should be avoided at any cost.
How European equities investors can prepare for the new economic cycle
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Investors should look at unloved European equities
What lies in store for Europe s markets post-pandemic?
During Investment Week s European equities webinar on 4 March, in association with River and Mercantile, our panel looked at how investors should best position themselves for the new economic cycle and post-Covid recovery.
The discussion explored what the region s path to recovery might look like and whether the unloved status of European equities may be about to change.
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The best way to participate in the PSU reboot is to buy a PSU bucket. If I am a retail investor, I would buy a PSU mutual fund ., says
Enam Holdings.
In the near term, are there any key concerns that one should be monitoring? We have started to see a little bit of outflows on the back of global developments and some regional lockdowns have started once again.
Yes, near term, those are the real concerns. I was around Nagpur over the weekend and even 60-80 kms outside Nagpur, all restaurants were shut and all shopping malls were shut. This is pre-lockdown because yesterday the lockdown was supposed to start and obviously these are going to have economic impacts. So there is already some bit of impact in and around clusters where the virus cases have gone up. But that would be a short term impact. Also, one has to keep a watch on what is happening to the US bond yields and inflation.