Trends from investment flows support our main positioning convictions for 2022, namely: OW in equities, UW in fixed income, and OW in commodities and ex-US markets.
The new president of the Central Bank will face not only a short-term dilemma, but also a medium-term one.
Projections were that this level would be reached by the end of 2025.
New option to make it easier to follow treatments
The Belt & Road Initiative (BRI) is an ambitious infrastructure investment plan that China is financing and building in different regions of the world.