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- COVID-19 recession to favor non-US stocks heading into 2021 - Morgan Stanley
COVID-19 recession to favor non-US stocks heading into 2021 - Morgan Stanley
FXStreet reports that Lisa Shalett from Morgan Stanley notes that the US stocks have outperformed their global counterparts for more than a decade, but that streak may soon end, with the COVID-19 recession accelerating that shift.
“China’s recovery leads other major economies by as much as a year. It is the best performing region – the MSCI China Index is up 17% this year – due to a strong pick-up in global trade, despite the overhang of trade tensions with the US. The renminbi is strengthening relative to the dollar, which should support China’s strategy of turning it into an international currency that is held by more central banks.”
“Most emerging markets are linked to China and will benefit from the weaker dollar and the stronger renminbi. So far, emerging markets have lagged strong gains in commodities, which is unusual and could indicate that they are underpriced. These markets could also benefit from the Federal Reserve’s plans to keep interest rates low, even as inflation trends upward.”
“Europe not only boasts more reasonable stock valuations, but its COVID-19 relief plan could be a game-changer. Europe’s recovery plan could bring about greater fiscal integration across the region and provide much-needed aid to the southern periphery.”
“Japan offers attractive valuations, ongoing economic transformation and an important break in dollar/yen correlations. Indeed, the yen’s still nascent weakening against the dollar could help boost its exports, which would become more competitive.”
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Izvršenje trgovinskih operacija sa finansijskim instrumentima upotrebom marginalne trgovine pruža velike mogućnosti i omogućava investitorima ostvarivanje visokih prihoda. Međutim, takav vid trgovine povezan je sa potencijalno visokim nivoom rizika od gubitka sredstava. Проведение торговых операций на финанcовых рынках c маржинальными финанcовыми инcтрументами открывает широкие возможноcти, и позволяет инвеcторам, готовым пойти на риcк, получать выcокую прибыль, но при этом неcет в cебе потенциально выcокий уровень риcка получения убытков. Iz tog razloga je pre započinjanja trgovine potrebno odlučiti o izboru odgovarajuće investicione strategije, uzimajući u obzir raspoložive resurse.
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