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Global economic recovery likely to be swift, but stock markets might have run too far

Within the equities space, focus on fundamentals and hunt for "structural winners" in the new normal

The S&P 500's strong rebound has been helped by the index being heavily weighted towards technology stocks that are seemingly impervious to the Covid-19 fallout.


AS lockdowns are lifted and restrictions to curb Covid-19 are eased, global economic activity is set to recover much faster than it did following other major recessions in the past. So, it perhaps should not be a surprise that equity markets have rebounded strongly from their...

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