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Max Kettner (HSBC) tells CNBC that the June-July clearing of momentum and tech positions paves the way for more tech exposure, including leaning back into Asian equities, not just the US.
that clearing of momentum positions, that clearing of tech position, the bit of excess leverage taking, really, that should be paving the way for a bit more tech exposure, away also from the US.
Max Kettner (HSBC) tells CNBC that European banks still look fantastic on earnings revisions and any re-steepening of the yield curve should help them.
I do think within the European equity universe, when you look at the likes of the banks, actually, they still look fantastic.
BullEurope
leaning · 2026-08-14
Max Kettner (HSBC) tells CNBC that within Europe, capital goods/industrials on a broadening manufacturing cycle and smaller AI-exposed companies look decent value.
actually smaller companies in Europe on the AI universe, again, look pretty, pretty decent value
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