Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Saxo Head of APAC macro strategy Kay Van-Petersen looks at his cross-asset forecast for the week ahead, with a focus on the China-US trade war's impact on semiconductors and tech-sector shares, Beijing's crucial advantage in rare earth mineral production, and more.
To download your copy of Van-Petersen's latest Macro Monday update, click here.