5min chapter

Capital Ideas Investing Podcast cover image

The future of global equities

Capital Ideas Investing Podcast

CHAPTER

Analyzing Economic Trends and Investment Opportunities in Europe

Exploring the shift in European companies towards generating revenue outside of Europe, particularly in the US and China, and its implications on sectors like technology, heavy machinery, aerospace, and pharmaceuticals. Emphasizing the need to consider European investments from a global perspective rather than a regional one.

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