Malah ada yg ngomong *10 Years Bullish Market*, waktu DJI minus di minggu kemarin. Dia bilang Dow will 'Double for Sure', hehehe PD banget. Neil Hennessy, chief investment officer of the Hennessey Funds. Ada yg tau his profile? Gimana kehandalan prediksi-nya selama ini? Elaine barangkali tau?
Salam, On Tue, Oct 6, 2009 at 6:26 PM, victor_sperandeo <victor_speran...@yahoo.com > wrote: > Fidelity's Bolton Predicts `Multi-Year' Bull Market in Equities > By Bernard Lo and Michael Patterson > > Oct. 6 (Bloomberg) -- Sustainable economic growth and low interest rates > worldwide will spur a "multi-year" bull market in equities, led by > developing nations, said Fidelity International's Anthony Bolton. > > "Low growth means low interest rates, and actually that's one of the best > environments for stock-market investing," Bolton, president of investments > at Fidelity International, which oversees about $141 billion, said in an > interview on Bloomberg Television in Hong Kong. "Anything that can show > growth in this low-growth environment is going to be bid up by investors. > It's very pro the emerging-market world versus the developed world." > > Central banks in the U.S. and Europe will keep interest rates low for > another year even as Australia's central bank unexpectedly raised rates > today, Bolton said. He's "particularly optimistic" on Chinese stocks because > policy makers will foster sustained economic growth without fueling > inflation. > > Bolton's view contrasts with New York University Professor Nouriel Roubini > and Elliott Wave International Inc.'s Robert Prechter who have said that > shares are poised to retreat. Pacific Investment Management Co.'s Bill Gross > says low economic growth will restrict annual stock returns to 5 percent. > > The MSCI Emerging Markets Index has climbed 62 percent this year on > expectations that developing nations will lead a recovery in the global > economy from its first recession since World War II. Emerging-market > economies may grow 6 percent next year, compared with 1.8 percent growth in > advanced nations, according to HSBC Holdings Plc. > > March Rally > > Bolton, Fidelity's first fund manager in Europe, said on March 11 that the > U.K. equity market was at or near its lowest point. The nation's benchmark > FTSE 100 Index, which tumbled 31 percent in 2008, bottomed on March 3 and > has since rallied 44 percent. Bolton dumped his holdings of > telecommunications stocks in the first quarter of 2000 at the height of the > industry's bull market. > > Bolton's Special Situations Fund beat the FTSE All-Share Index on an annual > basis by 6 percentage points from 1979 through 2007, according to Fidelity. > Fidelity International is the London-based affiliate of Fidelity > Investments, the world's largest mutual-fund company. > > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > >
