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Latha: Wat is het gevoel dat je krijgt? We hadden al 8 procent van de rally voor het jaar hoeveel er nog over is dit jaar?

A: Het was verrassend hoe de markt is gestegen en ik denk dat het logisch is dat als je een zeer scherpe stijging ziet, de vooruitzichten voor rendement op korte termijn dalen. Het is dus zeer waarschijnlijk dat we in de toekomst een consolidatie of een kleine correctie zullen zien. Ook de aanvoer van papier lijkt vrij groot wat er in de pijplijn zit. Je kijkt naar de afsplitsing waar je naar kijkt, sommige grote banken die geld inzamelen dus gegeven dit alles is er waarschijnlijk een moncler herenjacks een redelijke kans op een correctie of consolidatiebeweging.

Opnieuw vanuit het perspectief van 3 jaar zien de dingen er goed uit, omdat het macro-gegevenspunt steeds beter wordt. Dit moet leiden tot een soort winstgroei. Vanuit het perspectief van de 2 3-periode zijn dingen redelijk goed.

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Aangezien werkgelegenheid een van de hoofddoelstellingen van elke beleidsmaker is, is het een heel lastig debat over wat met de valuta moet worden gedaan. Ik denk dat de beleidsmaker geen erg steile waardering wil die heel duidelijk is. De vraag is in hoeverre Reserve Bank of India (RBI) dollars kan kopen om roepie zacht te houden en of dat het kerndoel is, het is een groot debat over Moncler Jacks.

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A: Het is moeilijk om te zien wat het eindresultaat kan zijn, maar in de marge is het duidelijk een tegenwind voor de markt, want het einde van elke markt is de balans tussen vraag en aanbod. We zien een aantal behoorlijk grote aantallen die er zijn, als je kijkt, in de komende 3 5 maanden, laten we zeggen dat je kijkt naar een aantal zeer grote desinvesteringsproblemen, kijk je naar een aantal zeer grote bankzaken, dus in de marge gaat het naar wees een tegenwind.

Het totale effect hangt van veel dingen af ??hoe globaal risico op risico uit, buitenlandse institutionele beleggers (FII) stromen, binnenlandse stromen enz. In de Moncler Outlet marge zal het zeker een uitdaging zijn, vooral omdat we de afgelopen paar dagen zo’n grote storm hebben gezien weken. In zoverre ziet de waardering vandaag versus 2 3 maanden terug er veel steiler uit.

Sonia: U hebt in december vorig jaar blootstelling aan de olie- en gassector, de cementruimte en de banksector toegevoegd. Aan welke zakken heb je exposure toegevoegd en wat zou de belangrijkste positieve uitkomst van triggers kunnen zijn?

moncler jassen outlet A: Van moncler outlet-verkoop een top-down perspectief de manier waarop we naar de markt kijken is vanuit een macro-oogpunt de binnenlandse cyclische sectoren is waar je naar toe gaat naar goedkope moncler jassen zie veel van de winst komt door meer dan 2 3 jaar. Maar nogmaals, de waarderingen op historische basis raken nu de hoogtepunten, dus in die mate moet je gokken op de lengte van de cyclus in plaats van de cyclus van vandaag. moncler jassen outlet

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Latha: Wat denk je dat de leiders van de betoging zijn voor de volgende zeg 12 maanden?

A: Moeilijk te zeggen, maar misschien zal het nog steeds binnenlands cyclisch zijn.

moncler nederland Latha: Hoe zit het met midcaps zullen ze het beter doen? Denk je dat midcaps nu worden gewaardeerd tot in de perfectie? moncler nederland

A: Zelfs de vorige keer dat ik een moncler-sale had gezegd, zag het er uit als, heel evenwicht tussen largecaps en midcaps, vandaag hebben we geen top-down call die dit versus dat zegt omdat midcaps het duidelijk heel goed gedaan hebben in de laatste 4 5 kwartalen. Daarom denken we vandaag dat we neutraal moeten zijn tussen largecaps en midcaps. We zeggen geen grote arbitrage alleen maar door in de midcap te zitten.

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