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Chinese equities entered 2025 with positive momentum. Years of policy overhangs were finally beginning to lift. The combination of renewed stimulus, stabilising property markets, and a tech-sector rebound had markets pricing in a turning point.
The global economy showed resilience in 2024, but signs of weakness are emerging against a backdrop of slower growth, persistent inflation, and an uncertain policy environment, according to the OECD’s latest Interim Economic Outlook.
Momentum Investments have released their macro research note titled “SARB monetary policy review: Caution amid global risks” prepared by the Momentum Macro Research Team.
If I were tasked with taking my firm’s customer experience (CX) to the next level, I would: