The global recovery momentum is slowing amid resurging COVID-19 cases and U.S. election risks.  Still, we remain cautiously optimistic on the economic outlook given the massive policy stimulus and positive developments on vaccines. 

With the trough in corporate earnings growth likely behind us, investors should look beyond the short-term uncertainties and opportunistically build exposure to benefit from the eventual growth normalisation.

View the full November 2020 Research Report, please click here.

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