The markets are pricing in a soft landing, rate cuts, the end of liquidity tightening, low inflation, no impact of geopolitics, no impact of climate change, no impact of trade wars and de-globalisation
While many Asian countries are expected to see moderate to strong growth, China can be a notable exception as weak consumption, lower industrial production and distress in property markets weigh on a rebound in 2024
Old Bridge Focused Equity Fund is a focused equity fund that would invest in up to 30 stocks; but most probably far less than that. Its co-fund manager Kenneth Andrade will, given his style, manage this fund with a mid- and small-cap stock tilt. The usually quiet Focused Fund category is about to get a jolt.