What's Next after GE 15 ? (Phillip Capital)
Notes:
- Russia can continue enduring the war probably into whole of 2023
- China won't reopen from COVID until at least 1Q23
- China won't attack Taiwan, at least until 2024
- inflation pressure to weaken
- US unlikely to face stagflation
- MYR-USD weakening has bottomed
Black swan- solar flare
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