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Stealth reopening rotation: Eye on the World 08/09/20
08/09/2020
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International markets rebounded yesterday from last week tech-led weakness, helped by stronger China trade and weaker GBP, but NASDAQ futures down as US reopens today.
HOT TOPICS highlights stealth ‘work from home’ to ‘reopeners’ (Boeing to NCL) rotation on lower virus cases, outlook for lower lockdown indices, a vaccine. Helped by huge underperformance, depressed valuations, recovering activity, strong operating leverage, financing access, and some defence to any tech-centric sell-off.
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