Flow – U.S. Small Cap Stocks

Flow – U.S. Small Cap Stocks U.S. small cap stocks are soaring, as positive news on a COVID-19 vaccine has fueled optimism about an economic recovery next year. Image: BofA Global Investment Strategy

GDP Indexes – China, U.S., Japan and EU

GDP Indexes – China, U.S., Japan and EU China is experiencing a strong V-shaped economic recovery and is expected to provide a boost to the rest of the world. Image: Gavekal, Macrobond

China Real GDP and Industrial Production

China Real GDP and Industrial Production China is experiencing a strong V-shaped economic recovery from the coronavirus pandemic. Image: BofA Global Investment Strategy

China’s Share in Global Exports

China’s Share in Global Exports With China leading the global economic recovery, China’s exports rose 9.9% YoY. Image: J.P. Morgan

Median Value vs. Growth YoY Return Since 1990

Median Value vs. Growth YoY Return Since 1990 Value tends to outperform Growth in the early stages of an economic recovery. Image: Goldman Sachs Global Investment Research