Downgrade Geopolitical risk, Upgrade Market call - BUY quality large/mid cap ideas after panic selling | Geo political/health issues downgraded: (1) Russia...

Mathan Somasundaram

Deep Data Analytics

Downgrade Geopolitical risk, Upgrade Market call - BUY quality large/mid cap ideas after panic selling | Geo political/health issues downgraded: (1) Russia pulling back troops and will play game of sanctions (2) US to maintain target bombing and not re-joining a war they can't win (3) Israel / Gaza will continue but market has yet to factor this as a substantial risk yet (4) Ebola remains an African problem for now and mainly ignored by market. Geo financial issues are not structural in the land of money printing. Default candidates like Argentina and Portugal are non-issues. If things remain on the positive direction till Monday...it's time to buy back in to the market. We had a target for S&P 300 between 5300-5400 for the pullback. It is currently 5381 and the two key fear factors (i.e. Russia going into Ukraine and US troops into Iraq) have subsided substantially.


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...

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