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The huge global earnings gap: Eye on the World 21/07/20
21/07/2020
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Tech rebounded strongly yesterday as sentiment was boosted by triple-result vaccine progress and EU recovery fund deal outlook. US fiscal cliff negotiations next ‘Consolidation+’ catalyst.
HOT TOPICS highlights the huge Q2 global earnings gap. North Asia/US among least bad and revisions turned positive, whilst Europe/LatAm lagging and revisions still negative. Sector dispersion dramatic, with cyclicals (1/3 index) EPS halving yoy vs quality growth (c2/3 index) <15%. We are overweight US/China and Quality Growth focused.
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
