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Focus on GDP laggards: Eye on the World 24/11/20
24/11/2020
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Markets higher, building on third vaccine candidate success as US political transition accelerates and better-than-expected US PMI and lower EU virus cases curb growth fears. We are focused on strong 2021 growth rebound and cyclical rotation opportunities.
HOT TOPICS shows global GDP forecasts resilient to new virus cases and supports strong earnings upgrades. Asia seen least impacted growth outlook, and US strongest upgrades, but with vaccine deployment on horizon, focus shifts to the European and Ex-Asia EM growth laggards.
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