TSS - Major Markets Report, May 2015 - Is China Really Easing?

by Michael J. Howell21. May 2015 12:15

The World is split between those markets where liquidity is rising – Eurozone, China, EM and Japan – and those markets where liquidity is falling or low – US and UK. Prospects for the former group are positive, but less favourable for the latter group where our asset allocation is consequently defensive.


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