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9min chapter
How Instability in France May Impact Markets
Bloomberg Surveillance
Emerging Growth: Europe vs. U.S. & China
This chapter explores the potential for economic growth in Europe and emerging markets, contrasting it with the struggles faced by the U.S. and China. It highlights the shifting investment landscape from growth to value sectors, particularly in light of upcoming political changes and currency risks. Additionally, the discussion emphasizes the comparative attractiveness of European markets, especially in relation to China's economic challenges.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode