2023 Top 500 ranking: 8
As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar.
In the medium to long term, the extra-sized US fiscal stimulus will provide downward pressure to the dollar. At the same time, fiscal solidarity among Eurozone countries points to higher liquidity and sophistication in the euro financial market.
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”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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