– Everyone knows that we have a weak quarter to wait, but everyone knows that it depends on the energy sector and the oil companies whose profits are more or less collapsed, says Martin Guri.
But count the energy sector’s weak performance away the underlying profits relatively good, 8-9 percent, according to Guri.
– So it’s all about the glasses you are wearing. Has the dark so you can see that the numbers plummet quarter to quarter, but puts you wear the bright spectacles know what caused it and then it’s not so bad, he says.
Martin Guri do not count with a strong market reaction to the report figures. But stock prices in Swedish companies usually still influenced by how American industry colleagues report. Is it OK for an American bearings manufacturers, the course of SKF affected or if a US telecom company gloomy future it may Ericsson coming into focus.
Claes Hemberg, savings economist at Avanza, says the Swedish fund investors in recent years shown great interest to save in US funds. And it has, especially in the past year, been a successful placement. But the increase in value of SEK really depends most on the exchange rate.
– two-thirds is an effect of the dollar got stronger. Only one third depends on the price trend, so the US stock market has not gone so radiant, says Hemberg.
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