Michael takes a look back to October, when he was cautious on global markets citing valuations being ahead of earnings, and gives us his insights into the recent market correction. He also talks about the sectors he is overweight and underweight on.

<p>Michael takes a look back to October, when he was cautious on global markets citing valuations being ahead of earnings, and gives us his insights into the recent market correction. He also talks about the sectors he is overweight and underweight on.</p>

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