Bloomberg Daybreak Weekend: Jobs, EU Stocks, Solar, IMF
Bloomberg Daybreak: Asia Edition
00:00
The Fed's PIvotal Pressure on Multiples
In Europe, we've got essentially Cat Gemini and SAP and software and services. And you've got some big semiconductor companies,. The semi business has its own cyclicality to it. Infinian and STMicro are very well positioned into China. In the US, it's far different. It's more internet, very high multiple stocks.
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