“Policy steroids” have unintentionally boosted and distorted economic variables in many markets. Investors are advised caution to avoid side effects
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The differential race between infections and vaccinations across countries impacts the pace of economic normalization and creates investment opportunities
Rising bond yields and inflation due to GDP growth will impact equity markets; a nuanced strategy is needed
Our guest author sees conditions comparable to the birth of the last “supercycle”; envisages $100 tn world GDP by 2023
Seeking sectors and stocks that are receiving scant attention in the race to profit from the global recovery in 2021
Markets begin to see a strong Asian narrative driven by sounder COVID-19 management, improving economic activity and global liquidity tailwinds
Narrative and Numbers are powerful, dichotomous approaches that drive investment. We seek opportunities as companies move within this construct
Value could be, slowly and inexorably, beginning to find favour in certain geographies and sectors
Grappling with the puzzle of surging markets amidst pandemic uncertainty, investors perceive diverse paths to recovery of sectors and countries
Investing paradigm for a zero-rate world: the hunt for yield and unique opportunities for emerging markets