2023 Top 500 ranking: 8
• The large fiscal packages announced by governments to counter the virus crisis aim, so far, at stabilization more than stimulus.
• In addition to funding the emergency response to the virus situation itself, these packages intend to prevent a worsening of the crisis through the financial and household income channels.
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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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