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S Naren says, “while macro is good, increasingly to what extent you will pay what valuation because if you look at many parts of the economy, there are many sectors in the economy which are growing much slower than before but while those sectors are growing slower, you are giving higher valuations now. ....
The beginning of year trading saw markets experiencing a “pressure relief valve” after the strong close to 2021 was followed by fears of a hawkish Fed. ....
München: Das Programm des Spielart Theaterfestivals 2021 sueddeutsche.de - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from sueddeutsche.de Daily Mail and Mail on Sunday newspapers.
May 4, 2021 May is here, and with the arrival of the fifth month of the year come jitters about the old “sell in May and go away” saying. Indeed, May marks the arrival of what’s been a historically weaker six-month period for equities. “’Sell in May and go away,’ is popular because the May-to-October period is historically the weakest six-month stretch of the year, though May has been positive in seven of the last eight years. Given that the 30% return over the past six months has been among the strongest on record, a pause in the rally would not be unexpected or unhealthy,” says Nationwide’s Mark Hackett. ....