BNP - Weekly Strategy Update

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BNP Paribas Asset Management / Equity
15-10-2015

Summary
- Markets shifting focus to DM growth?
- Disinflationary news from Asia
- Overweight MXN versus GBP/KRW rotated to overweight MXN versus KRW

Equity Bond Multi-Asset Bond Corporate Bond Government Bond High Yield North America China Germany Japan United States of America Risk Management Currency Small-Cap Large-Cap

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