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Text size [+][-]  Saturday March 13 2010GLOBAL EDITION

Considered view
01 Jul 2009 10:51

Hope for boredom

Context News

The S&P 500 and the FTSE Eurofirst 300 were both up 14% while Dow Jones Euro Stoxx was up 13% in the second quarter of 2009. Japan’s Nikkei 225 was up 24%, China’s Shanghai Composite Index was up 25% and India’s Sensex was up 47% in the same period.

The FTSE Eurofirst 300 closed out its best quarter in 10 years. The S&P 500 and Dow Jones Euro Stoxx posted their best quarterly performance in more than 20 years.

The last quarter was exciting in a good way - the best gains for equities in two decades. A solid recovery is now priced in. But if the crisis takes another lurch downwards, it is likely to do so dramatically. Even the wall of cheap money would struggle to absorb the shock.

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