Thursday 06, February 2014 by Emirates NBD Wealth Management

The return of risk-on/risk-off market swings

The US Federal Reserve bank disappoints emerging markets; US corporate profits are healthy but losing momentum in some sectors; Japanese equities will correct as the JPY strengthens; but this is temporary; financial markets will probably stay risk-averse in February 2014; take partial trading profits on profitable positions in global growth equities; financial sector main beneficiary of improving GCC economy – stay invested.