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[Investment Outlook] Think Future 2023 Mid-year Edition

28 July 2023

Your guide to the global investment landscape

While China’s full reopening and easing global energy prices boosted sentiment at the beginning of 2023, the banking turmoil that followed the collapse of Silicon Valley Bank caught the global financial markets off guard. But in spite of this, equity markets and diversified portfolios have done well. So what is driving this and what lies ahead?

Investment themes

Regional market outlook

Key data to watch

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