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Brexit looms: Eye on the World 25/09/20
25/09/2020
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Tech recouped some of recent losses, as near Q3 end, with stalled US labor market recovery prompting new attempt at fiscal stimulus. With expectations so low, is some upside risk.
HOT TOPICS looks at major laggards. UK hit by large virus impact and Brexit uncertainty, and now new restrictions and Oct. 15 Brexit ‘deadline’. Market cyclical, with large overseas revenues, cheap, unloved. In our ‘value trap’, and to lag cyclicals (Canada, US Small Cap) in recovery. See real exporter opportunities.
16-page daily includes: Market recap and What to watch; Hot Topic analysis; Country and Sector allocation eye; Key views; US and global performance, valuation, earnings, and macro forecasts; and report Library.
