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Why Inflation Will Dissipate | Bilal Hafeez
Forward Guidance
The Negative Impact of the US Dollar on the Equity Market
I think the European growth profile this year will be more balanced than the US. And there's more free reopening tailwind for US, for European stocks than theUS. Now, on China, Chinese stocks obviously varies undervalued. But my fundamental issue with Chinese stocks is that the Chinese system is such that authorities aren't necessarily incentivized to keep Chinese stock markets strong. They have a different incentive structure.
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