Investment Insights

LC Investment Playbook Weekly Update - 19.01.2024

In this week's update, our Investment Consulting team has shared their insights and analysis on the following:

Charts Of The Week

  • Q4 Summary of Earnings Expectations
  • Q4 EPS Estimates Have Been Revised Lower Since September
  • China : GDP Undershot and Soft Activity Registered
  • PBoC Unexpectedly Holds Rate Steady
  • The Appeal of Cash is Being Tested

LC Views

A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.

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