Monetary policies supportive for equity investors for 6-9 months

ET caught up with Roger Groebli, ED, Head of Financial Markets Analysis, LGT Capital Management on impacts of fiscal stimulus withdrawal for the equity investors.

Do you see more risk to the markets in case of a withdrawal of fiscal stimulus?

There are inflation fears in China while there is fear of recession in the US. Investors are swinging in between these two extremes and therefore in the US there is no question of the stimulus being stopped. The monetary policies will be supportive for the equity investors for the foreseeable future means for the next six to nine months.