Monday 22 January 2024
We assess the long-term economic path for the China economy and how 2024 slowdown fits within this picture. From an investment standpoint, the shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the short term to cope with the economic slowdown.
The AI impact will vary across sectors, with AI winners likely to possess a competitive advantage and the resources to invest in AI technologies.
Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
Geopolitics will be increasingly relevant for investors as we enter the hottest phase of US elections.
