With crude oil at $75 a barrel, inflation heading to lower levels and macro growth looking strong and being supported by manufacturing and services, we see a limited downside and expect markets to deliver a decent return over the next 2 years.
With crude oil at $75 a barrel, inflation heading to lower levels and macro growth looking strong and being supported by manufacturing and services, we see a limited downside and expect markets to deliver a decent return over the next 2 years.