NEWS Trends

Macro trends have been stable this year in terms of rising growth expectations, declining political uncertainty and EM outperforming developed markets (DM). More recently, inflation expectations and the so-called “Trump trades” have consistently deflated. Will it last?

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NEWS Focus

Corporate capex growth is finally turning positive. After four years of decline, we expect global growth of 5.5% in 2017. The recovery is broad-based, with positive growth expected in all regions and in nearly all sectors.

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NEWS Focus

The parliamentary elections in France resulted in a large majority for Macron and his Republican en Marche party, which gives him a strong mandate to pursue reforms and stimulate the economy.

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NEWS Focus

India has had a strong start to 2017. After a shaky period at the end of 2016 when the reformist government took the radical step of withdrawing 86% of the currency from circulation overnight to tackle the ‘black economy’, economic growth has recovered and equities have rallied.

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