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World markets  |  November 15, 2012 15:23:41

4 reasons to bullish mood

China to breath new growth, Europe thanks to the ECB avoids Armageddon and U.S. politicians turn away, at least partially, the greatest threats associated with the fiscal cliff. So optimistic is the current world economy looks Joachim Fels of Morgan Stanley. And it is far from alone - black scripts cease to entertain economists, many are calling for a more realistic perspective.

U.S. President Barack Obama, according to many commentators, very accessible to compromise in negotiations with Congress on what action (raising taxes, reduction of unemployment, some automatic cuts) will be postponed or otherwise negotiate.

Morgan Stanley analysts are optimistic for other reasons. for shares currently sees four very strong clues from which could be reflected back to a higher level:

First End of the uncertainty associated with the U.S. elections is more important than long-term markets result of the election itself.

Second Fiscal cliff is approaching. The result is still very uncertain, but after the election made ??by politicians from both sides indicated that they will do to resolve it, what will be their best. Further uncertainty, regardless of the outcome, then disappear by 1 January.

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  • Third Recovery after a storm Sandy should start demand in many sectors and help economic growth.

    4th The crisis does not end. For shares worst scenario is "waiting" and postpone the solution. Deepening the crisis, or the contrary, its fast and efficient solution for markets would boost the contrast. Either the ECB intervenes again (just short term boost, but the stronger), or begin to improve fundamentals in Europe (the chance for long-term bet on recovery, not on mere speculation fueled by cheap money).

    European and U.S. stocks (2012)
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