Market Focus
02 Jul Australia Interest Rate Decision
02 Jul Brazilian Industrial Production
04 Jul U.K Interest Rate Decision
04 Jul EURO zone Interest Rate Decision
05 Jul U.S Unemployment Rate
At the beginning of second half in 2013, we believe the market will focus on “Earnings.” We should focus on different sectors instead of certain countries or region.
The Dollar Index reached a two-year high in May. The USD performance during the second half would be strong because of the expectation of rising interest rate.
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