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Some interest-sensitive sectors have already seen a decline.
In the medium and long term, they may outpace their advanced peers.
Plus, an update on China.
Economies pummelled in 2018 now offer opportunities.
Risks decrease as economies become more advanced
Breaking down risks and opportunities
There’s value to be found across regions and industries.
Evaluating risks and opportunities.
Industries that are adapting versus benefiting, and why the strategy was implemented.
Hong Kong also had a positive outlook, though interest rate developments are worth watching.