美国银行_亚洲基金经理调查:滞胀担忧加剧.pdf

美国银行_亚洲基金经理调查:滞胀担忧加剧.pdf

AsiaFundManagerSurvey

Stagflationaryvibes

Fromgoldilockstostagflation.GlobalgrowthexpectationsweakenedsharplyinMarch

followingtheoutbreakoftheIranconflict.Similarly,theAPACex‑Japanoutlookticked

downafterreachingatwo‑yearhighinJanuary,asrespondentsloweredgrow

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