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Top JPMorgan strategist Kolanovic says it's too early to ditch reopening stocks

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An image of Carnival Splendor cruise ship at the Overseas Passenger Terminal in Circular Quay on March 22, 2020 in Sydney, Australia.
Izhar Kahn | NurPhoto | Getty Images

It is "far too early" to abandon the reopening trades that led the S&P 500 higher in the first half of 2021, according to one of JPMorgan's top market strategists.

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