Month / May 2020
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Bombed out value names starting to shine while geopolitical tension seem to be more noise
‘Dash for trash’ sparks a potential change in market leadersRightly or wrongly, we have seen a notable shift in buying interest from technology names which had viewed as defensive and have massively…
May 30, 2020 -
Stock prices face limited downside risks despite rising geopolitical tensions
Tech stocks should continue to outperformWith S&P mainly range bound since the start of May, many market observers seem to suggest that US stocks have overshot the most likely recovery scenarios, at…
May 23, 2020 -
Overweight techs remain a strategic pillar while easing lockdowns bring other long/short opportunities
Tech sector remains the notable out-performer The correction in early days of May ended in the blink of an eye as the liquidity-driven US stock market melt-up resumed its course, gathering more steam…
May 9, 2020 -
Sell in May and go where?
Stock markets get a reality check but downside risks limited After the strongest US stock market rally in April since 1987, trading in the first day of May brought with it a sharpest…
May 2, 2020