Investment Prospects June 2011

Limetree Financial Services Limited

Investment Prospects June 2011

In summary:

  • Western economies unexpectedly slow in May, though we do not anticipate another recession.
  • Japanese economy now appears poised to rebound as stocks are rebuilt.
  • Bonds have rallied strongly despite deteriorating inflation. We remain cautious on bonds.
  • Equity markets are underpinned by attractive valuations and company earnings growth.

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