Investors witnessed a sharp correction in major stock indexes after Trump imposed tariffs. An analysis of the S&P 500 PE trendline notes the re-rating potential of growth sectors that have slid into value territory.
While bullish sentiment towards equities cools, local assets remain a top pick for 2025, with gold and bonds gaining favour, BofA survey finds.
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
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