Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: We estimate that PBOC's monetary policy easing tendency will continue to be contained amid slowing economy growth. A key concern now is skyrocketing pork retail price and highly correlated CPI. USDCNH spot will probably revisit 7.0 big figure level at conjunction of multiple supporting factors.