Secular bull or not? By Blackfort CIO Dr. Andreas Bickel

 

Secular bull or not?

 

Secular bull or not? We will only know with hindsight. However, if we are in secular bull and history is any guide, then there is no reason why this bull market cannot last.

My thesis is that we are in a financial repression scenario. Similar to the period after WW II. That rally stopped in the late sixties.

History does not repeat but it rhymes. At that time, there was a Nifty 50 rally and a melt up. This time we have FANGs and BATs but so far no melt up.

 

 

Source: https://www.linkedin.com/feed/update/urn:li:activity:6536986756477177856

Published: 04.06.2019 by Blackfort CIO Dr. Andreas Bickel

 

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