Equity Insights - April 2014 - Bull markets don't come easy: We maintain our call from May 16th that the market will experience a two year bull market to 6500...

Mathan Somasundaram

Deep Data Analytics

Equity Insights - April 2014 - Bull markets don't come easy: We maintain our call from May 16th that the market will experience a two year bull market to 6500 (S&P 300) based on a US and China lead global recovery. On Jan 21st we suggested a rotation out of cyclicals into yield due to stretched valuation and global macro risk with tapering. We turned short term positive on Mar 25th as the market priced in global manufacturing slow down, while looking past Ukraine risk. We do not see the local economy hitting its straps until unemployment bottoms after the May budget and September reporting season. For macro, sector and stock views refer to link. (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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