"We expect global real GDP growth of 3.4 cent in 2018 and 2019 and steady inflation (globally at 2.5 per cent)... For now, risks to global trade remain elevated, although Citi analysts believe that only a severe breakdown in trading relations would threaten global economic expansion. As such, we remain overweight on global equities and underweight on global bonds.
This optimism extends to the technology sector, as we believe there is still value in the sector - especially within the emerging markets in the Asia region, driven particularly by Chinese technology companies.
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