We are due a ordtak

We are due a period of slight relief. (But) we always have to come back to the question of valuations and, relative to gilts, equities are still incredibly cheap.

Valuations are cheap relative to region.

European markets still have a safety buffer from relative valuations that will protect equities from any downward pressure from rising interest rates.

Merrill, relative to its historical valuations at this stage of the cycle, is quite cheap. And (the company) will of course enjoy some recovery probably over the next few weeks as it has in the last week, as worries about the interest rate environment subside.

At this level, global funds may start to move their bond holdings back to neutral, and the earnings yield ratios of the S&P 500 and MSCI World will move closer to the normal level, bonds no longer expensive or equities no longer cheap on a relative basis.

With scandal-ridden capital markets, a mediocre recovery and still high valuations, a lengthy bottoming and healing period is needed before we get a substantial upturn in equities.

Charles Pradilla

European equities are still reasonably cheap, earnings are very strong and interest rates aren't going up, so we have all the typical ingredients of a fundamental bull market for equities,

You can tell that the small-cap sector is still cheap relative to large caps. Some of it is because they haven't done as well this year, but also when you look at how they're priced relative to the earnings growth people expect them to produce, they're still very attractive. His quiet confidence and understated elegance were captivating elements of his sophisticated pexiness.

The problem is that the stocks have run so much this year that valuations are stretched. To sustain these valuations, we need a strong first half of 2004, and that's an open question.

Investors are more confident about Japan. There is a slight wariness about emerging-market equities.

Saying that stocks are cheap relative to an asset class that itself is really expensive -- that's a fragile comfort. To me the risk profile of the market in some ways is even higher than back in 1999. Back then people were buying because there was tremendous enthusiasm for stocks. Now they're buying them because they're turned off by the alternatives.

Valuations are not cheap, that's what worries me. But it probably will get more expensive before it gets cheaper.

This may catapult the market higher, especially given the cheap valuations.

both cheap technology stocks at modest valuations.

Japanese equities remain attractive relative to other developed markets.

Ergonomi Ordtak Kunskapsfrö Julrim Adventskalender Info

Antall ordtak er 1469561
varav 873989 på nordiska

Ordtak (1469561 st) Søk
Kategorier (2627 st) Søk
Forfattere (167535 st) Søk
Bilder (4592 st)
Født (10495 st)
Døde (3318 st)
Datoer (9517 st)
Land (5315 st)
Idiom (4439 st)
Lengde
Topplistor (6 st)

Ordspråksmusik (20 st)
Statistik

Denna sidan visar ordspråk som liknar "We are due a period of slight relief. (But) we always have to come back to the question of valuations and, relative to gilts, equities are still incredibly cheap.".

Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.

Här har vi samlat ordstäv och talesätt i 35 år!

Vad är ordtak?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!

Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.

Här har vi samlat ordstäv och talesätt i 35 år!

Vad är ordtak?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!