The macro picture is getting clearer ➤ Inflation pressure is easing ➤ Policy is turning supportive ➤ Liquidity is set to come back Rate cuts, fiscal stimulus, and balance-sheet expansion all point in the same direction At the same time, regulatory clarity and a more
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The macro picture is getting clearer ➤ Inflation pressure is easing ➤ Policy is turning supportive ➤ Liquidity is set to come back Rate cuts, fiscal stimulus, and balance-sheet expansion all point in the same direction At the same time, regulatory clarity and a more