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Bulls gain the upper hand

Oct 15 2009 17:36 Leani Wessels

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Johannesburg - With the Dow Jones, the oil price and the JSE reaching milestones during the week, few analysts believe the bear will return anytime soon.

The Dow Jones breached the 10 000 mark for the first time in over a year on Wednesday, while the JSE reached a 14-month high on a surge in global risk appetite.

Oil has risen to $76, also a one-year high, as recent US stockpile data suggested the world's biggest economy has seen a recovery in oil demand.

Analysts from Absa Capital and Standard Bank believed the better-than-expected data coming from the US reporting season indicated an end to the stranglehold the crisis had on the economy.

According to Simon Brown, head of online share trading at Standard Bank, the JSE has survived the economic crisis. "In a bull market - and this is a bull market - the bad news is shrugged off and the good news is celebrated," said Brown.

"The rally is sustainable; I don't think the market has moved ahead of itself - we're not going down in a hurry."

It's all over - or is it?

Technical strategist at Absa Capital, Judy Padayachee, said the market's recent success is fuelling further investment. "The smart ones got in early, [and now] the ones that didn't get in in March are putting their extra money to work."

Jeffrey Schultz, Absa Capital's macro strategist, agreed with Padayachee that the economy has seen the end of the recession. "We remain bullish on the economy - it's going to be a slow road to recovery, but we've passed the worst of it," said Schultz.

However, technical analyst Joe Meyer pours cold water on the idea that the market is going to continue its gains. "We are not in a bull market - what we're seeing now is a bear market bounce," said Meyer.

According to Meyer, the downward correction will take place within the next three days, and will drop to a lower point than in March.

"Everyone says the bear market is over, but it only started in November (2008) so it can't be," he said. "The market is simply overvalued."

In late afternoon trade on Thursday the JSE was 0.2% down at 26 003 points.

- Fin24.com

 
 
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