Market Meltdown - Implications For Global Assets

Publication Date	September 2008
Publisher	Business Monitor
Product Type	Report
Pages	18
ISBN Number	not applicable
Product Code	BMI02827

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Summary

Key Views - Wednesday 17 September With the AIG bailout, a Federal Reserve rate meeting and wild swings in the money markets and equities, things are moving quickly. None of our medium-term views have materially changed, as we continue to envisage equity downside and disinflation over the coming months. Here is our take on some potential implications of the events of the past 24 hours.

Content

No Change to Key Views
- Global
- Global Market Views
Chart: More Trouble Ahead
- US - Dow Jones Equity Index
Chart: Are You Insured for This?
- Aig Share Price
Chart: out of Africa
- South Africa - Johannesburg All Share Index
Chart: Fed Rate Cut on The Way
- March 2009 Eurodollar Futures Contract
Chart: Dont Bova
- Brazil - Bovespa Equity Index
- Banking Sector Implications
Chart: Bouncing for Now, but Bear Trend in Place
- Spot Gold, US$/Oz
Chart: Crude Awakening
- Front-Month Brent Crude, US$/Bbl
- The Commodities View
Chart: Further Downside for Commodities?
- Baltic Dry Index, US$
- Wary of The Medium Term
- Our Key Market Views Playing out
- Asia
- Market Strategy
Chart: Hard times
- Msci Asia Ex-Japan Equity Index
- Equity Outflows to Weigh on Forex
- Views Still Hold despite US Meltdown
- Market Strategy
Chart: More Room to Fall
- Mexicos IPC & Brazils Bovespa
- Release The Bears: European Stocks Eyeing Further Losses
- Market Strategy
Chart: Testing times for The Dax
- Germany - Dax Equity Index
Chart: No Bottom in Sight
- Russia - Rts Equity Index
Chart: A Real Turkey?
- Turkey - Ise-100 Equity Index
- Ce-3 Not Fairing Any Better
Chart: Sofix Suffering, Crobex Croaking
- Europe - Bulgarian Sofix Equity Index (Lhs) & Croatian Crobex Equity Index (Rhs)
- Suffering in Silence
Chart: The Wig Is Slipping
- Poland - Wig20 Equity Index
- Be Wary of A Bounce
- Gcc Stocks: No End to Downside Yet Europe
- Gcc
- Market Strategy
Chart: into Negative Year-to-Date Territory
- Kuwait Stock Exchange General Index
Chart: Watching Long-Term Support
- Bahrain All Share Index (Bax)
Chart: Looking for 7,500
- Oman - Muscat Securities Index (Msi)
Chart: First Support at 7,500
- Qatar - Doha Securities Market (Dsm)
Chart: Still Going down
- Saudi Arabia - Tadawul All-Share Index (Tasi)
- Jalsh: 23,000 Looming
- Africa
- Market Strategy
Chart: Succumbing to Risk Aversion & Weak Commodities
- South Africa - Johannesburg All-Share Index (Jalsh)
- Fannie and Freddie: Key Implications
- Tough to Be Bullish
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- Increased Wheat Supplies to Ease Price Pressures
- Commodities Forecast
- Short-Term Outlook
Chart: Poor Technical Picture
- December Wheat, Usc/Bushel
- Core View
- Supply, Demand Factors Offer Some Relief
Chart: Creeping Back up Slowly
- Wheat Stocks (000 Tonnes)
- Government Policies to Remain Supportive
- Risks to Outlook