Daily FNArena News - FYI

ANZ strategists see reality about to set in with regard to both US and Emerging Asian market momentum, signaling a dip ahead.

Assessing the outlook for April is not easy after an unusually bumper return for March.

Barclays Capital notes Oz equities in particular do well in April and the June quarter, while commodity returns and currency markets offer more mixed returns.

Valuation support kicking in for equities has been nothing short of extraordinary. Investors better not count on a sell-off anytime soon.

The US Treasury bond market is under siege at the same time Europe is threatening to fracture. With stock markets grafting giddily upwards, what investments are really safe?

Investors shouldn’t be surprised if equity indices start displaying some weakness in the sessions ahead. This has been the pattern since last year.

Several factors combined create positive momentum for equities in the short term. FY11 valuations continue to lend support.

Kathmandu has delivered a better than expected initial interim profit result and with its store rollout program ahead of schedule brokers have lifted forecasts for coming years.

If investors ever feel the urge to discount the importance of timing, a look at the graph published by Glushkin Sheff’s Dave Rosenberg should cure them.

Why the short term outlook for equity markets has improved, and markedly so.