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Thema wereldmarkten: ’Het draait allemaal om die (centrale) banken’
Wat het tweede kwartaal van 2015 en later betreft, denken wij dat de complexe wereldwijde context grosso modo gunstig oogt voor de opkomende markten.
De recente versoepelingsmaatregelen van Japan, de ECB, China, India en andere centrale banken zouden voorlopig de gevolgen van mogelijke renteverhogingen later dit jaar door de Fed en andere ontwikkelde markten moeten opvangen.
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