Equity Engineer - March 2015 | Take profit in March - Yield trade meets rising bond yields | We maintain a bullish long term view on the Australian equity...

Mathan Somasundaram

Deep Data Analytics

Equity Engineer - March 2015 | Take profit in March - Yield trade meets rising bond yields | We maintain a bullish long term view on the Australian equity market to reach 6500 in 2016. RBA move has made equities as the preferred risk/return option for investors wanting more than 3% return in a rising cost environment. We expect global investors to come back in substantial amounts when the currency gets down to low 70s. We see short term profit taking risk in the market after hitting post GFC premium valuation level (i.e.5900) with yield trade getting squeezed by rising bond yields. The substantial dividend money that has been flowing out of the market will come back at the end of the month and support the next leg up. (VIEW LINK)


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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