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10-03-2023 · Podcast
Podcast: In tune with the markets – The Power
Central banks are still a major theme. The question is: how far are they willing to go, and what will it look like when markets snap. Meanwhile, equity markets remain relentlessly bullish, with cyclical stocks leading the charge. And China growth might be slowing, but it’s still got the power – as does President Xi Jinping.
Arnout van Rijn
Portfolio Manager
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