President Biden’s just-approved USD 1.9tn fiscal stimulus is likely to turbo-charge growth, setting the stage for positive corporate earnings surprises, especially in old-economy sectors. Meanwhile, central banks are likely to restrain bond yields. We believe this backdrop sets the stage for further rotation from Growth to the relatively inexpensive Value equity sectors in the coming months. Speakers:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

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