While the global economy is on track for a soft landing over the next 12 to 18 months, high stock prices, recession risk, and political uncertainty cloud the outlook for equities.

Ram Rasaratnam

Brokers hire a great many analysts to write and publish detailed analysis on corporate earnings forecasts. It's right to focus on earnings, but the level of delivered growth is less important than the surprise in growth (positive or negative).

Ram Rasaratnam | 0.50 CE