We are bullish on Asia ex-Japan and China equities over 12-months, given the strength of underlying fundamentals. China’s late 2024 stimulus measures reinforces our conviction.
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We remain bullish on global risk assets as our 3i’s investment themes continue to take shape.
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The Fed commences its rate easing cycle with a 50-bps rate cut. This is broadly positive for risk assets but reinforces USD weakness.
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The “3i’s” investment theme underpins our bullish outlook for global risk assets, focusing on Industry 5.0, Innovation and Involution.
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The early August 2024 market decline has sparked a more balanced alignment between inflation and growth considerations for the Fed.
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