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Morgan Stanley outlook for 2018 - M&A Activity, Interest/Credit Risk, And EM Markets

beebee
edited December 2017 in Off-Topic
the message for 2018 is that the continued presence of strong industrial factors, coupled with conducive equity and debt markets will drive a robust M&A environment in the coming year.
https://morganstanley.com/ideas/tmt-mergers-acquisitions-2018
Morgan Stanley has reduced the size of its overweight rating on India for 2018 to accommodate Brazil's upgrade to the overweight category where they expect a significant economic growth. China is its biggest overweight in the global context.
http://www.business-standard.com/article/markets/market-outlook-2018-morgan-stanley-more-bullish-on-china-than-india-117112700662_1.html
Credit volatility is likely to rise next year as more sectors like retail, healthcare, and telecommunications struggle with their debt loads. Morgan Stanley's US credit strategists led by Adam Richmond forecast on Monday that this cycle of the credit market could turn sooner than many think.
and,
...after a very painful slide in volatility for many traders looking for a rise the past several years, we have finally reached a point where betting on higher volatility will pay off
businessinsider.com/stock-market-news-forecast-2018-morgan-stanley-2017-11

June 2017 forward looking Outlook Chart for Indices:
image

Comments

  • beebee
    edited December 2017
    Looking at the S&P 500 year by year performance and the Max Draw Down in that particular year (Volatility):
    image
  • thundley459
    That's a very interesting chart. Thanks for sharing.
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