Strategy Note /

Look To The East

  • USD weakness is key - it will catalyze flows into the ROW, give Comm a boost & reinforce the shift from growth to value.

  • Look to the East, to Japan, all but ignored, to China, one of the world's worst performing markets last year

  • Unlike 2018, today offers early cycle global expansion, high nominal growth, negative real rates & a weak USD.

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
14 January 2022
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