Deutsche Bank Securities Reports on Asset Allocation

New York, October 8 (FinanceEnquiry.com) – Analyst Binky Chadha at Deutsche Bank Securities reports on Asset Allocation.

In a research note published on October 5, the analyst mentions that the case for considerable additional upside hinges on a renewal of earnings growth post the rally in equities in spite of what seem to be flat to down earnings for some time now. Furthermore, EPS of the US have been flat for six months and worldwide EPS have declined for a year on an LTM basis. With a number of apprehensions, investors have approached earnings of third quarter with the last few reporting seasons distinguished by negative pre-announcements and fragile results.

Despite the fact that downgrades decreases two months ago in contrast to latest seasons when slashes sustained right up until reporting started, guidance has not been as terrible as second quarter. In addition to this, worldwide EPS have already increased nicely above the trough of H2 2011 on a consecutive basis. After the third quarter of last year, earnings of the US have been flat. Moreover, in the third quarter, earnings of FEM are anticipated to go up to some extent. EPS of third quarter is supposed to plunge 2.3 percent qoq as per the beliefs of consensus, the analyst adds further.

Sandra Jones
Sandra Jones has been a financial advisor for the past 8 years and has been writing editorials and columns for leading U.S. financial magazines and dailies for more than 5 years now. Sandra earned her ‘BA in Finance’ from the University of Texas and also received her ‘MBA’ from the University of Houston. Email: sandra.jones@financeenquiry.com Tel: (732) 452 3610

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