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Sensitivity to the Growth Recovery: Eye on the World 31/07/20
31/07/2020
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Markets resilient to US historic Q2 GDP fall, further stalling labor recovery, and President Trump call to delay election. Helped overnight by big-tech earnings and Asia manufacturing pick up.
HOT TOPICS looks at our allocation framework sensitivity to re-accelerating growth – assuming more stimulus and virus case stabilization. Biggest change would be US caution on high domestic revenue and tech weight, and more bullish Korea and Singapore. Insurance and energy to in favor, vs software, media, household products less so.
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
