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We note that defensive equity sectors earnings have generally weakened while cyclical sectors keep their positive momentum, overall for the region, the equity risk premium has decreased, which in turn increases companies' buybacks, a trend which is likely to continue in the short term as reduced uncertainties and a cyclical recovery decrease the necessity to hold liquidity in cash.
Found on Reuters 7 years ago
We note that defensive equity sectors earnings have generally weakened while cyclical sectors keep their positive momentum, overall for the region, the equity risk premium has decreased, which in turn increases companies’ buybacks, a trend which is likely to continue in the short term as reduced uncertainties and a cyclical recovery decrease the necessity to hold liquidity in cash.
Found on Reuters 7 years ago
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