Weekly strategy update - BNP Paribas Investment Partners Global

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Weekly strategy update

16/05/2013Strategy: rate cuts tolerated as means to weaken currencies?

Slower China growth hobbles emerging markets

09/05/2013Strategy: underweight in global equities closed

Central bank support main prop for markets

03/05/2013Strategy: sceptical about recent gains

Growth and earnings prospects do not justify overweights

25/04/2013Strategy: emerging equities back at neutral

US results season okay-ish so far.

18/04/2013Strategy: mildly higher risk aversion as data weaken

Gold plunges to lowest since early 2011, but still has merits.

11/04/2013Strategy: BoJ joins ranks of QE providers

More support for equities; real estate back at neutral

04/04/2013Strategy: 'Cyprus' fallout fades; US equity gauges touch peaks

Surprises from US consumer confidence and ISM indices

28/03/2013Strategy: few signs of ‘Great Rotation’ into equities

Cyprus pulled back from the brink

20/03/2013Strategy: eurozone data remains weak

Underweight for inflation-linked bonds reduced

14/03/2013Strategy: markets have disconnected from fundamentals

Too early for all-clear on US economy

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