Trick or Treat: Which assets will rise from the dead?
Many Happy Returns
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The Zombification of Zombies in the Equity Market?
Falling revenues and profits at the same time as higher debt costs is not going to be a good story for zombie companies. I think the threshold for zombification has been passed now in terms of interest rates. So I think that the number of zombies is now going to increase as a result. And why do we care about them? Well, certain asset types depend on them.
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