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SSgA sees potential for Q2 earnings to surprise on the upside

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Increased caution among investors leaves room for Q2 earnings to surprise on the upside, according to State Street Global Advisors’ latest quarterly forecast.



However, put/call ratios have risen, short interest has climbed and bullish side in opinion surveys remains well below average

SSgA believes that global economic growth will slow further in 2012 before reaccelerating moderately in 2013 and that despite their illiquidity disadvantage, corporate bonds offer more than enough incremental yield to keep them appealing to income-oriented investors.

While the Chinese economy continuous to slow, SSgA still expects emerging markets to grow by roughly 4.5 per cent in 2012, or more than four times as fast as developed markets.

Return on equity in emerging markets is roughly 14 per cent and provides a basis for equity market support.

Corporate earnings meanwhile, are expected to grow 12 per cent in 2012 and 15.5 per cent in 2013.
 

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