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Nothing has Changed, but Everything has Changed

8th January 2024

From the exuberance of 2023 the markets transition to 2024 has been patchy 

  • Over the past two years asset markets have moved sideward and market has started the year with some nervousness

  • Flat earnings and higher interest rates do not bode well for the US equity market's relative performance

  • Global growth is starting the year on a mixed note while China still has its issues

  • Watch out for inflation it may have regained some momentum


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