Emerging markets to benefit from better growth and peak USD
The re-opening of China and the performance of the US economy will be the two dominant themes for global equity markets in 2023.
The re-opening of China and the performance of the US economy will be the two dominant themes for global equity markets in 2023.
Commodities – especially energy – are fundamentally the biggest driver of inflation.
In Australia the RBA has engaged in a “high wire” act in exercising a comparative caution in raising the policy rate.
After six decades of continual growth, China’s population has finally begun to decline after holding its place as the world’s most populous country since UN records began in 1950. China’s 2022 population of 1.4 billion is down 850,000 from the year before, a decline that analysts expect to accelerate, with the country expected to yield […]
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