Compared with growth stocks, value stocks are more dependent on the overall economic situation, and their value styles are more likely to show up when the economy picks up. Under the influence of the effective control of the epidemic and the listing of vaccines, the trend of steady economic recovery will continue. According to historical experience, value style often performs well in the upward period of interest rates, so value style stocks can also benefit to a certain extent in the second half of the year when the central bank has not released much.
Therefore, combined with market performance and possible reasons, we can really pay attention to the stocks and sectors of value style in the near future.