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最新專家觀點
Don’t underestimate inflation
Economic divergence is widening — but rates haven't moved yet. DNCA CIO, Francois Collet explains why that gap signals opportunity, where he sees it, and what he thinks markets are getting wrong.
Is Sanae Takaichi’s neo-Keynesianism the key to the success of Japanese stocks?
The Japanese government’s stimulus plan may explain the Topix rally since the beginning of the year.
The long view: why time changes the economics of investing in private markets
Why invest in private markets now for DC schemes.