Nordic equity strategy chart book
Sell-offs that are driven by deleveraging rather than weakening fundamentals are usually dips that can be bought, and we see this as the most likely eventual outcome of the current volatility. However, our tactical market timing indicators do not yet provide contrarian buy signals, and current valuation provides a limited margin of safety if fundamental concerns should start to emerge related to the slow vaccine rollout, so we maintain our neutral equity market view.
DNB Markets is the investment banking arm of DNB Bank ASA and is focused primarily on the Nordic region, as well as internationally on niches such as global shipping, energy and related services, and seafood. DNB Markets offers services in FICC, Equities and Investment Banking advisory from offices in Oslo, Stockholm, London, Singapore and New York. Equity research coverage is offered on c250 Nordic companies. DNB was ranked no.2 in Extel Nordic Research 2017. The DNB Markets’ Credit and FICC Macro & FX Research teams are repeatedly highly rated by Prospera Nordic Institutional Investor Surveys.
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