baillieu holst

Mathan Somasundaram

Best periods for Spot Gold...Jan-Feb and Jul-Sep. Gold will benefit from rising market risk and declining USD as global markets move from fantasy to reality in US fiscal policy outcomes. If the market is right, then inflation and rates will go up. If the market is wrong, then profit taking... Show More

Mathan Somasundaram

Global markets are moving from deflation and low rates to an inflation and rate rising environment. Recovering economies will deliver growth while struggling economies will see capital outflows. The changing global dynamics will continue to push investors towards a better equilibrium between growth and yield. We see this transition driving... Show More

Mathan Somasundaram

Whilst global markets have maintained positive momentum into 2017, valuations look stretched. Markets are going to run into the US reporting season given the US leadership change and the recent rally pricing due to the optimistic outlook. However, US fiscal policy uncertainty, historically low volatility, rising USD, rising yields and... Show More

Mathan Somasundaram

Market moved up again despite negative global sentiment to deliver fourth straight positive day. Aussie market looks to be suffering from delusions of grandeur by maintaining the positive momentum despite falls in global markets, currency, volatility index and yields. We are in the school holiday period where most will take... Show More

Mathan Somasundaram

Market moved up again on weak sentiment with fundamentals remaining negative. Geopolitical risks in Turkey and Germany will add to the uncertainty for global markets. Local markets have reached 5600 again and weakening local economic outlook and emerging market risk will weigh on the index. The local market is at... Show More