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Should we be looking away from disruptive stocks towards a reflationary trade?

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Michelle Martin and Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer and author of the book, Investing in the COVID era discuss the outlook on Zoom, Uber as a disruptive stock, Beyond Meat's valuation, Comfort Delgro, Singapore Airlines' outlook and restaurant stocks. 

 

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