Så længe coronakrisen ikke har toppet, vil der fortsat herske usikkerhed om markedet, vurderer Citibank, der venter, at usikkerheden vil vare ved i 4 til 8 uger.
Uddrag fra Citibank:
Citi’s view on the markets
- In the coming few weeks, the roller coaster in broad equity and credit markets is expected to continue, with equities potentially biased to further retrenchment. This is because Citi analysts believe the public’s response to facing the virus is in its earlier stages in the US and Europe, lagging economies like China. Citi analysts expect that uncertainty over the peak of virus to remain high for 4-8 weeks.
- Nevertheless, Citi analysts remain convicted to the view that 6-12 month equity returns after 20% corrections have historically been strong. There are also areas within the markets, including high quality US and European equities (especially dividend growers), leading companies in emerging markets and industries poised for sustained growth over the next 5-10 years that may be further mispriced and could present opportunities.