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Weekly commentary: Our conviction in global stocks
China’s share surge shows the upside of keying on opportunities in global stocks when clear catalysts emerge. We keep our U.S. equity overweight on the artificial intelligence (AI) theme broadening. Outside the U.S., we favor markets where we have high conviction. We’re overweight Japanese stocks on a solid macro outlook and corporate reforms. We stay overweight UK stocks with less conviction. We upgrade UK gilts and see room for sharper policy rate cuts than markets expect. chart China is the latest example of how cheap valuations can turn into a stock market rally once a catalyst emerges. Chinese shares have ... (full story)
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- Posted: Oct 15, 2024 12:37am
- Submitted by:Category: Fundamental AnalysisComments: 0 / Views: 3,716
