ING Groep NV

Global Cyclical Value Sectors Improving -- Buying Financials and Energy Names: ING Groep, Many More

340 Views02 Oct 2021 04:33

Our biggest concerns have stemmed from a handful of large-cap China internet names, which have held back the MSCI EM and Hang Seng indexes. We are also getting a breakout above $93.50-93.75 on the US dollar, a concerning risk-off signal. Still, our list of concerns remains short, and our outlook remains neutral yet constructive overall.

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