2022: First Quarter Wrap
The first quarter of 2022 has been perhaps one of the most uncertain quarters in the last decade driven by (1) the Russia Ukrain conflict (energy and food supply disruption); (2) Rising global inflation; and (3) Slowdown in China (zero covid policy). The above factors resulted in correction in prices of financial assets – both bonds and equities and also a marked rise in commodity prices. There are new worry points emerging, in particular valuation...
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