Market review 24.01.14

Heeding the price action: Shifting from tactical to strategic

Hello everyone,

Throughout 2023, I used the phrases “bifurcated market” and “dynamic regime” a lot. So far, 2024 has been no different.

I want to set the stage for today’s post with this YTD performance chart of several diverse sectors:

I remain medium-term bullish on LatAm, India, and Japan. I’ll highlight Japan at the end of this post, as I think it’s a…