Below are market comments from Mihir Kapadia, CEO of Sun Global Investments.
Q4 2021 hedge fund letters, conferences and more
Germany’s Poor Q4 Is A Symptom Of Omicron, And Should Not Factor In The Outlook For Q1 22
“Market sentiment continues to be weighed down by omicron induced economic slowdown, and the resulting hyper-inflation. Germany’s poor Q4 data reflects the impact of omicron induced lockdowns on the economy.
The ongoing supply chain bottlenecks are also a symptom of the Q4 lockdowns, and barring any fresh new waves or variants, Q1 2022 should be marked down for recovery. Hopefully, investor angst of Q4 21 will be replaced with optimism for Q1 22, as France, Sweden and Spain have demonstrated a stellar rebound.
With Germany being a manufacturing heavyweight, the supply chain bottlenecks have had a higher impact. The real focus should be on controlling inflation both in Europe and the US.
The focus on inflation has shifted from the pandemic to the brewing crisis in Ukraine, as gas and electricity prices are extremely dependent on Russia’s next move. Sanctions on Russia will come at the cost of higher energy bills in Europe, and further contribute to inflation.”
About Sun Global Investments
Sun Global Investments Ltd. is an international financial services firm based in London, providing a full scope of services to institutional investors, corporate companies, family offices and high net worth individuals. Established in 2008, in the midst of turmoil in the financial services industry, Sun Global identified lucrative investment opportunities in emerging market corridors and has since established itself as a trusted boutique firm for investors looking to take advantage of these versatile markets.
The company has three core functionaries: Wealth Advisory, Corporate Finance and Securities Trading. Wealth Advisory specialises in Portfolio Management, Lifetime Investment & Inheritance Planning and Family Office functions; Corporate Finance specialists work on M&A, Fundraising, Equity/Debt Capital markets, Restructuring and Special Situations; Securities Trading is the bedrock of the business with the team liaising with over 150 market counterparties in Fixed Income, Bonds, Equities, FX and Commodities to provide the best pricing for clients.
