Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Trade war mess left only limited impact within China where stabilization of the economy continues after the latest slew of soft data release. Our trader also has his own view about how these weak numbers will play out and start driving the country’s currency trend going into Q3.
Monthly Macro Outlook: Stabilization Continues amid Trade War Mess