Resumo do Relatório
FAANGM leading sell-off: Eye on the World 24/09/20
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Sharp tech sell-off on six-month anniversary of market bottom, as Fed increasingly calls for fiscal help that is not coming. Underlying sell-off signs are more muted, and we see markets fundamentally well-supported.
HOT TOPICS revisits FAANGM stocks after recent under performance, and see as core holdings, even as tilt toward cyclical recovery stocks. FAANGM growth and financial flexibility justify valuations and sectors relatively well-placed on our allocation framework: in favor with investors but with strong fundamentals.
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.
See the attached report for details, and do not hesitate to reach out with any questions.
