@udaykotak : US jobs growth much stronger than estimated. Unemployment down to 4.1%. 150 year US bond yields up to 4.77%. Reduces incentive for investors in equities or risk assets, if “ risk free” asset gives ~ 5% $ return. Emerging markets need to manage external account carefully. • TwiCopy

Uday Kotak

@udaykotak

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Founder & Director, Kotak Mahindra Bank

ID: 2572981626

linkhttps://www.kotak.com/en/about-us.html calendar_today17-06-2014 14:23:01

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Uday Kotak

@udaykotak

9 months ago

US jobs growth much stronger than estimated. Unemployment down to 4.1%. 10 year US bond yields up to 4.77%. Reduces incentive for investors in equities or risk assets, if “ risk free” asset gives ~ 5% $ return. Emerging markets need to manage external account carefully.

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