Rx during risk aversion. Asian equity markets have fallen sharply over the past month as investors have reduced risk.
However, valuations are attractive and fundamentals are sound.
We expect a choppy summer and look for markets to regain traction towards autumn.
We highlight a portfolio of GS-covered high conviction stocks.
However, valuations are attractive and fundamentals are sound.
We expect a choppy summer and look for markets to regain traction towards autumn.
We highlight a portfolio of GS-covered high conviction stocks.