The end of Goldilocks Era & the Onset of Reflation

We continue with our analysis how capital markets are expected to trend as we rotate out of a Goldilocks environment with the apparent bottoming of interest rates. Key of which, we ask ourselves what new observations can we infer from the last taper tantrum in 2013 when the fed funds rate started to reflate? Sector wise, our strategists review their picks for medical gloves, banks, property and tourism sectors as these are most sensitive to a market cycle that is transitioning out of its recovery phase.

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