Resumo do Relatório
Small cap focus: Eye on the World 12/02/21
12/02/2021
Avaliar este relatório:
(1 votes, average: 5,00 out of 5)
You need to be a registered member to rate this.
Loading...
(1 votes, average: 5,00 out of 5)You need to be a registered member to rate this.
Loading...
Market consolidation continued after strong gains year-to-date, and with further supports from vaccines, stimulus, and earnings. We focus on cyclical and international catch-up themes.
HOT TOPICS on Small caps leading style performance. Rally has taken valuations to a premium vs large cap, but earnings rebound strong and is a big beneficiary of our US upside growth surprise view, with cyclical and domestic focus. Intl. small cap has lagged and next focus.
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.
