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Morning Run · Market Watch · 13 Nov 2020 · 09:17 am · 9 mins listen
With a vaccine in sight, rotation was the name of the game as investors shifted into cyclicals, selling down the winners of this pandemic like work from home and technology stocks. Patrick Chang, Chief Investment Officer for ASEAN Equities at Principal Asset Management, gives us his views on what investment strategy works best while reminding us that a vaccine is no silver bullet.
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