Technology stocks fell in October's sell-off, posting the worst month since 2008.Continue Reading
Cyclical Stocks: Further to Run?
Citi analysts think it is too early to give up on cyclicals as continued growth in the global economy may indicate that cyclicals are due to bounce back.Continue Reading
US Sectors Japan
Trade Tariff Watch: Autos
What are the knock-on effects if the US imposes a 25% trade tariff on imports of automobiles and auto parts?Continue Reading
Investing in Data
Digital infrastructure stocks outperformed traditional REITs by 20% over the last five years and are less volatile compared to the broader tech sector.Continue Reading
Could US be the World’s Largest Producer of Crude Oil?
US President Donald Trump has accused OPEC of keeping oil prices artificially high – could higher oil prices translate into the US dominating the market share of crude oil production?Continue Reading
EM Asia Technology: More Growth Ahead
EM Technology represents about 18% of the global Technology sector. Citi maintains an overweight view on global Technology as it recorded the best performance in 2017 and yet remains the cheapest among regions.Continue Reading