Chinese equities have led the recovery since the March downturn, with performance supported by net flows into ETFs (along with other funds).
Reassessing the sector during Covid-19
The rhetoric over the US-China trade war has again increased, triggering the biggest fall in US stock prices since January.
Trading at a premium of 4.2%
Focus shifting towards sustainability
Focus on consumer discretionary
AB Bernstein report
IT sector to be 'biggest winner'