09
Aug
Window of Opportunity for Swiss Equities?
Domestic demand is supporting growth. Strong franc dampens inflationary momentum. Unexpected change in monetary policy by the SNB. Extreme volatility in the capital market. A window of opportunity opens for Swiss stocks.
Key Points
- Swiss economy resists headwinds
- Public and private consumption remain the main
drivers of the Swiss economy - Leading indicators continue to plummet
- Swiss inflation at 30-year high
- Surprise and radical change in SNB policy
- The franc benefits from the Swiss central bank’s
monetary tightening - Extreme volatility in the Swiss capital market
- A window of opportunity opens for Swiss equities
