2H2023 Outlook

Investing strategies

Citi favours back-in-play bonds and non-US equities as dollar weakens

A decade after Citi’s prediction that the US dollar would reach greater value — which came true — a reversal could now be on hand.

Investing strategies

Asian markets to continue outperformance in 2H2023 as Chinese recovery finally kicks in: Morgan Stanley

Following China’s reopening, its consumption recovery will likely follow the path forged by other Asian economies — with some lag.
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