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Barings (Europe)

2022 Top 500 ranking: 78

Is a Blue Wave Enough to Deliver Blue Skies?

Is a Blue Wave Enough to Deliver Blue Skies?

Disappointing U.S. employment suggests slowing momentum amid rising cases, but growth is expected to pick up on the backs of greater potential fiscal stimulus and vaccine deployments. Improving data in China confirms the PBOC can pursue its path of less accommodative policy.


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