Brokers pushing => Sell banks with shorts coming; Media pushing => Budget mess and Consumer sentiment down; Government => Worst sales pitch for a budget in...

Mathan Somasundaram

Deep Data Analytics

Brokers pushing => Sell banks with shorts coming; Media pushing => Budget mess and Consumer sentiment down; Government => Worst sales pitch for a budget in 20 years; Central Banks => keeping rates low for longer...stimulus expected in Euro; Budget Outlook => All the dirty details are out with bad marketing...will improve with horse trading; Growth => Continues to remain low but supported by central banks; Yield => Remains the key thematic in the market and expect that to continue; Global funds => Looking for safe sustainable quality yield with low rated in developed countries and risk in emerging markets; Staying: positive long term, now turning positive short term. Substantial institutional investors are waiting for the May selloff. Time to go contrarian and buy the quality yield, online and construction thematics. Expecting FOMO to hit investors looking at PIY (Pay It Yourself) future.


Mathan Somasundaram
Founder & CEO
Deep Data Analytics

Over 25 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.