Global Market- Questions of 2022 – will get Answers in 2023?
This week we will discuss some of the key question which 2022 has left unanswered, so can market expect answer in 2023? Year 2022 started with mutated expectation as 2021 delivered one of the best years for equity market in recent history. Year 2022 belong to change in monitory policy by global central banks, Russia – Ukraine crisis and inflation concern.
This are some of the questions of 2022 – Can we expect answer in 2023?
1) Will US Fed pause / Pivot in February / March or May 2023 meeting?
2) Will Russia – Ukraine crisis ends or escalate further?
3) Worst of inflation is over? Supply chain issue & Commodity price issue are over?
4) Gold for 2022 is flat – Will Gold outperform in 2023?
Equichain Wealth Advisors: Market View & Opinion
We expect majority of this question will be answered in 1st quarter of 2023 or latest by 2nd quarter of 2023. All these events are inter-connected and policy by government & their central banks will decide future.
We expect 1st half that is Jan to June 2023 to be volatile and 2nd half of 2023 that is July to December 2023 to give clear and positive trend. We expect calendar year 2023 to net positive for Equity market.