In terms of corporate earnings, last year's should not be a problem. This year, I'm not so sure. Interest rates are a major concern.
More Quotes from Renault Kam:
Interest rates are a major concern.Renault Kam
Any negative news on the corporate front will be taken as an excuse for investors to take their gains.
Renault Kam
Health-care shares are picking up because demand for drugs is picking up. We could expect these stocks to have another run if the bird-flu situation gets out of control.
Renault Kam
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