2024/02/06
Global Investment View
Global Investment Views - February 2024
- Home
- Global Investment Views -May 2021
Global Investment Views - May 2021
2021/05/10 Monday
Global Investment View
The fine line between confidence and euphoria
April started on a positive note for financial markets, after an exceptional first quarter, with divergent fortunes for equities and global bonds. Going forward, the progression of the recovery will likely be the key market driver, leading to greater divergences. Last year, the 'first in, first out' theme benefitted China and the country is now clearly on a growth path again and will continue to be the global growth engine in the medium term.
