This week: BNP Paribas WM prefers cyclicals over growth, expects easing in Beijing’s COVID-19 policy; DBS considers negative rates a tailwind for stocks BNP Paribas WM prefers cyclicals over growth A surge in inflation in the US will likely peak in 1Q22 before subsiding during the rest of the year, according to the Asia CIO of BNP Paribas Wealth Management….
Have a confidential tip? Get in touch [email protected]