2023 Top 500 ranking: 8
The impact of rate increases on businesses is expected to intensify in 2024. Businesses haven’t been impacted much by higher rates so far because they have used the cash they collected during Covid and refinance needs have been limited.
However, refinancing needs will rise in 2024.
Macroeconomics, Geopolitics, and Strategy
Macroeconomic and financial market forecasts
You can now read the full whitepaper at the link below
”As long as inflation is not resurging, better growth should support equities. We favour a diversified global approach and selective stories, such as India.”
Macroeconomic forecasts as of 12 April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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