Resumo do Relatório
Re-equitizing the US: Eye on the World 01/09/20
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Markets closed the fifth month of this equity rally, led up by a barbell of tech and select re-opening stocks. Focus today on Asia recovery and vaccine momentum. We are positive markets – well-supported, with upside risks.
HOT TOPICS analyses long term de-equitization in US capital markets (in contrast to Asia) with rise of PE funding, lower interest rates, and perceived IPO costs. May now reverse as IPO activity booms, IPO price performance strong, regulations changing, SPAC/Direct Listings offer flexible alternatives to traditional IPO.
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.
