Slowing growth, elevated inflation: Investment themes to watch for next year
INFLATION is likely to remain elevated in 2023, but the focus of investors could shift to the state of the global economy rather than pressures from rising interest rates.
“I suspect in two quarters’ time, we will not be focused on inflation at all,” John Woods, Credit Suisse’s Asia-Pacific chief investment officer, said at a briefing in November.
“Over the course of the second into the third quarter, inflation will become yesterday’s story, and the focus will be very much on the scope to which growth is decelerating.”
KEYWORDS IN THIS ARTICLE
BT is now on Telegram!
For daily updates on weekdays and specially selected content for the weekend. Subscribe to t.me/BizTimes
Companies & Markets
Top HSBC shareholder Ping An exploring ways to cut US$13 billion stake
Gazelle Ventures’ cash offer for No Signboard closes with 0.5022% valid acceptances
Dow briefly sprints past 40,000-mark on earnings boost, rate-cut bets
Goldman strikes US$43 billion investing deal for UPS pension funds
US: Wall Street opens nearly flat after CPI-driven rally
Blackstone to buy Priority Software stake in biggest Israel deal