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
