Resumo do Relatório
The International opportunities: Eye on the World 06/01/21
Markets bolstered yesterday by US manufacturing ISM and OPEC oil deal surprises, whilst 10-yr yields touched 1% on outlook for Democrat ‘blue sweep’. Use any reflexive equity weakness to position for cyclicals-led 2021 upside surprise, with markets better-supported than feared.
HOT TOPICS see reversal in Intl. equities decade-long 200% underperformance, with growth catch up, more cyclical markets, a weaker USD, cheaper valuations, and still lukewarm sentiment. EM and proxies our Intl. focus, along with domestic Europe (led by Financials).
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