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FUND WATCH

A time for caution on US equities

With US-China trade tensions still weighing on the economic outlook and causing uncertainty for the corporate climate, investors have to be selective in their US equity exposure

ONE of the themes that I have been tracking since the second half of 2018 includes the convergence of the American economy's growth rate towards the decelerating growth rate of other major economies. I believe this theme has and is still playing out as of the time of writing.

A slew of...

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