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Capital Market Outlook

July 12, 2021


  • Macro Strategy — Oil-Price Forecasts Run the Gamut: Uncertainty, long-term supply restraints, and unprecedented monetary liquidity are adding further upside bias to oil prices.
  • Global Market View — The Art of Investing in China: “Crossing the River by Feeling the Stones”: There is a fair degree of promise and peril in investing in China.
  • Thought of the Week — Disclosure Matters: Assessing climate risks relies on good disclosure.

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