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China's luxury goods market is set to benefit from considerable pent-up demand as the country emerges from its Covid lockdowns.

Higher yields offer a fertile environment for fixed income

Unbeknownst to many, semiconductors underly many facets of modern life, from mobile phones to automobiles. The Ninety One Quality team analyse the industry and discuss long-term winners in the space.

Forecasting is for weather people. New trends, new thinking required.

Opportunities exist though caution is advised