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US Equity - Strategy Note

Global

09 May 2021

Investors/Algos Have Been Trained That Misses Are Always Due To Demand Weakening (Deflationary), But In 2021 They Are More Likely Supply Driven (Inflationary)

Earnings season continued along with historically positive revisions, and this week we highlight a few valuation charts now that earnings season is largely complete, showing how severe the disconnect is between historical valuations in growth vs. value indexes despite value indexes seeing more significantly positive earnings revisions.

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What to Expect: Malaysia’s State of Emergency and MCO 2.0

 

What does this mean for the Malaysian Economy, Market and the Ringgit?

 

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Guide your investments with valuable insights 

What do industry experts have to say about market trends in Malaysia and around the world? Find out in these videos specially-curated from our YouTube channel.

Impact of COVID-19 on China by Patrick Chang, Chief Investment Officer, Principal Asset Management
Impact of COVID-19 on China by Patrick Chang, Chief Investment Officer, Principal Asset Management