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Fundamental Makro Global:
Pandangan Kami
Menurut kami, performa ekonomi Asia di 2H23 akan lebih baik daripada performa ekonomi AS dan Eropa yang diambang resesi
a)Keberhasilan Jepang keluar dari jerat deflasi yang menghantui sejak periode 1990-an,
b)Keputusan PBOC untuk menstimulasi perekonomian Tiongkok menggunakan kebijakan pemangkasan suku bunga,
c)Soft landing di Asia Tenggara
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