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