Mathan Somasundaram

Macro Outlook: Central bank support and weak fiscal reform expected to keep growth and interest rates lower for longer. We continue to favour an investment strategy with a growth outlook that supports a yield premium to bonds as the market moves into the reporting season. GARY (Growth At Reasonable Yield) screen allows us to pick stocks with good yield, good growth and cheap value multiples compared to the overall historical market trend. Resources and related Service stocks carry higher risk due to global growth worries, while Property related stocks carry the bubble risk. GARY picks are... (VIEW LINK)


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