BCB & Partners S.A. - Gestion De Fortune

Weekly Investment Strategy

Trade: China takes the bend

In the latest edition of our weekly investment strategy update:

  • Trump’s biggest blunder ;
  • Asia-Pacific free trade treaty announced ;
  • China definitely takes the lead in Asian trade diplomacy ;
  • Currencies. The USD is at a 2-year low ;
  • Currencies. Yield spreads favor JPY appreciation ;
  • Fixed income. European linkers, the last asset class that has not fully recovered yet ; et
  • Equities. The automobile sector, the 2020 star.

Click here to read our weekly financial markets update report.

 

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