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10 things equity investors need to think about in 2023

The paper summarises the top things equity investors should account for in 2023, including:

  1. The risk of policy errors is extremely high
  2. Recession is coming
  3. Some inflation will persist
  4. Bond vigilantes are back
  5. It’s a bad time to be a zombie company
  6. Risk of a crisis is rising
  7. Geopolitical surprises
  8. Best stocks for protection
  9. Best stocks for recovery
  10. Final remarks

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