Global Investment Views - March 2023

Thursday 09 March 2023

Rally fatigue: dichotomy between markets and economy too wide

The year started with a rally mood amid short covering and the return of retail investor's risk appetite. However, the rally has gone too far based on the assumptions that inflation is falling fast, the job of central banks is done and the economy is well on track for a soft landing, with no earnings recession.

Download investment views (EN)

Global Investment Views