NOTES FROM AROUND THE WORLD

Asian equities

Asian equities have continued to rally after a brief pause at the start of July. Regional developments lend a helping hand.

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Tuan Huynh
CIO Asia

Fixed income

Inflation remains low, so emerging markets can focus on using policy to boost growth – as India just has.

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Markus Müller
Global Head
CIO Office

Commodities

The recent oil price recovery is likely to be capped by abundant supply while the gold price recovery could be short-lived.

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Markus Müller
Global Head
CIO Office

FX

Based on monetary policy alone, the JPY should weaken against the USD – but other factors are in play too.

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Tuan Huynh

CIO Asia


In EMEA and APAC this publication is to be considered Marketing Material. Past performance is not indicative of future performance. All opinions and claims are based upon data at the time of publication and may not come to pass. This information is subject to change at any time, based upon economic, market and other considerations and should not be construed as a recommendation. No assurance can be given that any forecast or target will be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models or analysis which may prove to be incorrect.