BofAML

This tag is associated with 2 posts

Sell-Off In Commodities And Emerging Markets Probably Over Says BofAML

Posted by ETFalpha ⋅ August 18, 2015 ⋅ 1 Comment

“Fund managers are bailing on emerging markets, commodities and energy-related stocks at a record pace, suggesting that capitulation could be at hand, according to the latest fund-managers survey from Bank of America Merrill Lynch,” MarketWatch reports. Fears on Greece have been replaced by fears of Chinese recession / EM debt crisis. This has manifested … Continue reading →

BofAML Is Positive On Indian Equity Market Over 6 To 9 Months

Posted by ETFalpha ⋅ May 24, 2015 ⋅ Leave a comment

Thanks to weak earnings, Indian equity markets will give a flat to slightly negative return near term, but over the next 6 to 9 months, BofAML analysts remain positive. Anand Kumar and team at Bank of America Merrill Lynch in their May 20, 2015 research report titled: “Year II: How to position” anticipate banks will … Continue reading →