We observe technical weakness in EURO STOXX with a SHS breakdown and significant volume.
We are short term bearish but are looking to buy indices on retracement.
Reiterate stand of relative outperformance by stock picking in this moment with fundamentally good stocks around a "lockdown" theme (i.e. e-commerce, tech).
EnsoAM
We are short term bearish but are looking to buy indices on retracement.
Reiterate stand of relative outperformance by stock picking in this moment with fundamentally good stocks around a "lockdown" theme (i.e. e-commerce, tech).
EnsoAM
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