Yardeni ne S&P 500 ka bottom kaise pakda?
Yardeni Research ne pichhle Mangalwar ko hi bata diya tha ki S&P 500 ka sabse low point shayad aa gaya hai. Aur dekho, prediction ekdum sahi nikli! Kuch din baad hi, jab US President Donald Trump ne Iran mein ceasefire ki appeal ki, toh duniya bhar ke markets mein ek dum se tezi aa gayi. Ed Yardeni ki firm market ke liye aise hi mashhoor hai.
Investment Kahan karna chahiye?
Ab aage Yardeni sahab ka kehna hai ki markets phir se pehle jaisa normal ho jayenge. Unki sabse badi salah hai ki US stocks ke badle international stocks mein zyada paisa lagana chahiye. Iska reason yeh bhi hai ki US market ab MSCI index ka lagbhag 65% ho gaya hai, toh dusri jagah opportunities explore karna faydemand hai.
Gold Ka Kya Hoga?
Aur haan, sona (gold) ki baat karein toh Yardeni ka kehna hai ki is saal ke end tak gold ka price $6,000 per ounce tak pahunch sakta hai. Unko thoda surprise hua tha jab Iran conflict ke shuruaati daur mein gold gira tha, uska reason Turkey dwara currency ko support karne ke liye reserves bechna bataya tha. Ab jab ceasefire hua hai aur gold recover kar raha hai, toh yeh unke bullish outlook ko hi support karta hai.