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Markets getting cheaper: Eye on the World 16/02/21
16/02/2021
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Reflation trade continued in intl. markets, with US shut for Presidents Day, driven by vaccine, stimulus, and earnings momentum. Week’s focus on FOMC, PMI, and stimulus votes.
HOT TOPICS highlights earnings upgrades outpaced stock prices last month for first time since Oct., in healthy development. Energy led our valuation de-rating list, helped by higher brent, whilst lagging real estate revisions led re-raters. North Asian markets were only country laggards.
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.
