Nyhetsbrev

Rational Answering the call for China “Reflation”

Dilemma of Japan Carry Trade & Gradual steps towards China Re-inflation

The FED Pivot: Higher for Longer

Inflation's True Course: Navigating the Path Ahead

Geopolitical Uncertainty and Higher Inflation Expectation

Continued Recovery Progress Despite Inflation Expectation Adjustments

Gradual Return to Pre-Covid-19 Growth Trajectory

Business Confidence Key to Post-Covid-19 Recovery Growth

+18% YoY Retail Sales Recovery Continued Despite Short-term Volatility

Further Concentration Towards Domestic Consumption Rebound

China Reopening Continues Despite External Banking Turbulence

Navigating through risks and opportunities – China Business Activities Normalizes

Opportunities and uncertainties

China domestic consumption bright spot in uncertain times

Reopening momentum building up

Confidence to navigate beyond uncertainty

Export slowdown while domestic consumption recover

Resilient domestic brands despite High external inflation

Complex market environment of high inflation and rate hikes

Rebound in China A-shares driven by domestic economic recovery

Shanghai reopening marks an milestone of the recovery

Divergent Economic Cycle - Tightening Cycle vs Domestic Recovery

Global Uncertainty and Dynamic Zero Covid-19 strategy