Résumé
Actionable Ideas
- Look beyond the mega caps in US market
US mega cap and technology stocks appear overvalued. But if we look beyond this universe, in areas such as equal-weighted and US value, we may identify attractively-priced businesses.
- Global equities
Regions such as Asia are showing a divergence from the weak global growth narrative. Global investors may enlarge their opportunity set, including Europe and Japan.
Key Dates
5 Feb EZ PMI, US PMI, |
8 Feb |
9 Feb China money supply, Italy |