<div><a target="_blank" href="http://www.financialinvestigator.nl/nieuws/20160322-fidelity-the-third-wave-of-deflation-is-over" target="_blank">http://www.financialinvestigator.nl/nieuws/20160322-fidelity-the-third-wave-of-deflation-is-over</a></div> <div><br></div> <div>- 원문 일부</div> <div> <h1 class="title" style="padding:0px;margin:13px 0px;font-weight:400;font-family:tradegothicregular;width:auto;height:auto;line-height:1.2;color:#cf1a0f;font-size:26px;">Fidelity: The third wave of deflation is over</h1> <hr class="line" style="padding:0px;margin:0px 0px 10px;border:none;float:left;display:inline;width:610px;height:5px;color:#6a6a6b;font-family:'itc_officina_sansregular', Arial, Helvetica, sans-serif;font-size:medium;line-height:normal;background:#f2f2f2;"><div class="text" style="padding:0px;margin:0px;float:left;display:inline;width:auto;height:auto;color:#6a6a6b;font-family:'itc_officina_sansregular', Arial, Helvetica, sans-serif;font-size:medium;line-height:normal;"> <p class="pub" style="padding:0px;margin:0px 0px 10px;float:left;display:inline;width:610px;font-size:15px;line-height:1.3;color:#e78d87;">dinsdag 22 maart 2016</p> <div class="w100 irregular" style="padding:0px;margin:0px 0px 30px;float:left;display:inline;width:610px;height:auto;"> <p style="padding:0px;margin:0px 0px 10px;float:none;width:610px;font-size:15px;line-height:1.3;"><em style="padding:0px;margin:0px;">By Dominic Rossi, Global Chief Investment Officer, Equities at Fidelity</em></p> <p style="padding:0px;margin:0px 0px 10px;float:none;width:610px;font-size:15px;line-height:1.3;"><strong style="padding:0px;margin:0px;">Developed economies have stood up well to the latest wave of deflation</strong><strong style="line-height:1.3;padding:0px;margin:0px;"> emanating from emerging economies that has seen a combined volume and price shock depress global trade and output. This third wave of deflation (coming after the financial crisis of 2008-9 and the European sovereign crisis of 2011-12) is now over, as is the period of dollar appreciation which was tightening financial conditions. Indeed, dollar strength has ultimately acted as the catalyst for muchneeded central bank coordination that is now easing financial conditions. Fears that the US might enter a recession now look exaggerated and I expect another up-leg in the bull market in US equities.</strong></p> <p style="padding:0px;margin:0px 0px 10px;float:none;width:610px;font-size:15px;line-height:1.3;"><span style="font-size:9pt;line-height:1.5;color:#000000;font-family:'굴림';">...</span></p> <p style="padding:0px;margin:0px 0px 10px;float:none;width:610px;font-size:15px;line-height:1.3;">The recent bounce in emerging markets and commodities from distressed levels will most likely fade as both areas still face pressing structural challenges, which will take years to work through. Instead, I see leadership reverting to those areas least impaired by recent developments; that is the sectors with high levels of intangible assets and intellectual property, such as information technology and healthcare.</p> <p style="padding:0px;margin:0px 0px 10px;float:none;width:610px;font-size:15px;line-height:1.3;"><span style="font-size:9pt;line-height:1.5;color:#000000;font-family:'굴림';">...</span></p></div></div></div> <div>영어를 대충 배웠더니 번역도 잘 안되네요..ㅎㅎㅎ</div> <div><br></div> <div>대충~ 보면 미쿡 경기침제는 과장되어 있고 미국 주식시장은 불마켓(상승)으로 예상한다.</div> <div><br></div> <div>최근 반등한 이머징 마켓과 원자재는 다시 나빠질 수 있다.</div> <div><span style="font-size:9pt;line-height:1.5;"><br></span></div> <div><span style="font-size:9pt;line-height:1.5;">IT(</span><span style="font-size:9pt;line-height:1.5;">information technology</span><span style="font-size:9pt;line-height:1.5;">) 와 헬스케어 같은 </span><span style="font-size:9pt;line-height:1.5;">높은 수준의 지적자산을 가진 섹터가 시장을 주도할 것이다...</span></div> <div><span style="font-size:9pt;line-height:1.5;"><br></span></div> <div><span style="font-size:9pt;line-height:1.5;">-*-..발번역이라 죄송...</span></div> <div><span style="font-size:9pt;line-height:1.5;"><br></span></div> <div><span style="font-size:9pt;line-height:1.5;"><br></span></div> <div>요약하면 </div> <div>미쿡이나 유럽같은 선진시장은 지금까지 잘 버텨냈고 다시 상승준비...</div> <div>신흥시장과 원자재는 글쎄다...</div> <div>IT, 헬스케어 섹터 강추?? \ㅂ\;</div> <div><br></div> <div><br></div>
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