Keep for twelve months

As usual, I wanted to summarize our main projections for 2023, at the risk of being overcharged in twelve months' time.

January 20, 2023 - 3 years
Strategy

Local assets offer an attractive risk-return profile.

January 20, 2023 - 3 years
On the Current Account Deficit

Experts are concerned about how permanent this deficit may become.

November 25, 2022 - 3 years
Bad, but not too bad

We continue to believe that September would have been only the first of many months that will show negative variation

November 4, 2022 - 3 years
How has each region of the world grown over the past 40 years?

Southeast Asia takes the lead in terms of economic growth, with an average annual GDP expansion of 5.6%.

October 28, 2022 - 3 years
The last one

If at one time we were struck by how resilient some sectors of the economy were, we are now surprised by how quickly they have deteriorated.

September 2, 2022 - 3 years
JP Morgan's Global PMI for All Industries

The global economy is losing momentum across the board at the start of 2H22.

August 4, 2022 - 3 years
Will China ever be bigger than the U.S.? There is no certainty that this will happen, according to Bloomberg Economics

China faces significant challenges in its race to surpass the U.S. as the world's largest economy

April 22, 2022 - 4 years