2023 Top 500 ranking: 8
We marginally amend the narrative of our central and alternative scenario on the back of recent developments. We also increase
the probability of our central scenario from 50 to 60% while reducing the likelihood of the upside scenario from 30 to 20%.
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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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