Weekly Investment Focus

  • Equity markets are falling on inflationary fears
  • We disagree with this analysis because inflationary pressures are structurally weak
  • The increase in volatility is worrying, skyrocketing to a level observed only few times in the history
  • We favour a bear trap scenario and remain constructive, but we remain on alert mode
  • China enters the lunar year of the dog, not the gloomy bear: economic lights are green and orange, not red
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