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TikTok risks in perspective: Eye on the World 04/08/20
04/08/2020
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Tech led surge continues, with NASDAQ +22% YTD, and broader signs of US fiscal talks, virus case, and manufacturing progress. We see a roadmap for more.
HOT TOPICS looks at TikTok and deteriorating US-China relations impact on our high-flying basket of US stocks with China exposure, amid some complacency as head into election. Also, China ADR’s seen a pickup in ‘homecoming’ secondary listings, but US IPO activity still booming, and outperformance strong. We are overweight both US and China equities.
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
