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August 19th, 2024

August 19th, 2024

  • Equities have recovered their poise, helped by bond yield that have stayed low

  • US economic data may have surprised to the downside, but growth has momentum

  • We would ride the equity rally from here with tech, interest rate sensitives and Japanese equities

  • Gold's all-time high is a good reminder of the perceived long-term risks in the global economy

  • Chinese equities struggle - the drag of China's ongoing reform has limited positive offsets



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