HALISTER1: Standard Chartered Positive on U.S., Japan Equities in 2017

Standard Chartered Positive on U.S., Japan Equities in 2017

(Bloomberg) -- U.S. and FX-hedged Japan stocks are most preferred markets, SC says in an e-mailed report.
  • USD likely to strengthen against euro, pound, yuan
  • Australia, New Zealand dollars to gain on rising commodity prices
  • Recommends reducing bond holdings because of rising inflation risk
    • Prefers holding developed, high-yield bonds, U.S. floating rate senior loans
  • Oil prices to rise, but cap gains below $60-$65/barrel
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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