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Monthly Macro

With the first half over, time to pause and reflect

Global markets struggled in June, with concerns over increased US-China trade friction taking the spotlight. A raft of other risks also took markets lower. But there are reasons to be optimistic: global earnings estimates remain strong alongside attractive valuations. The upcoming reporting season in the US may also offer investors opportunities for alpha. And among the battered emerging markets, some like India actually offers investors attractive long-term potential.

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