Global markets are recovering from the recent pullback on central bank uncertainty and US election worries. The yield squeeze pressures are beginning to wane while European bank worries are coming back to haunt the markets. Local market is moving into AGM season and that will raise the risk of substantial profit taking in sectors with stretched valuation and low volatility. We see growth returning to mining services sector as the stable growth in China and weaker USD expected to support improved Emerging Market and commodities outlook. Quant strategy model changes... (VIEW LINK)
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