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January 2022

BullorBear

After three consecutive month of underperformance, we saw some outperformance coming back in December, even though the outperformance was marginal at less than 1%. We are for the time being pursuing the same strategy as we are still outperforming by 400bps for the period April 2021 to Dec 2021. The recommendations for the month of January 2022 portfolio are as follows:

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