Economic news is slowing starting to edge up and we think over the next 6 to 12 months there will be some interesting opportunities available to investors

PM Capital

PM Capital

Economic news is slowing starting to edge up and we think over the next 6 to 12 months there will be some interesting opportunities available to investors. If you look at the financial sector, particularly the stock exchanges and the banks, even though you have seen the S&P move to all time highs and European indices at all time highs, the overseas banks are still trading at lower valuations than pre-GFC, we believe there is upside particularly when interest rates tick upwards. Watch Uday Cheruvu discuss in more detail on Sky Business. (VIEW LINK).


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