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2min chapter
Triple-Witching and Risk-Off Trades
Bloomberg Surveillance
Analysis of Siemens exposure to China and foreign markets
The chapter delves into Siemens' revenue from China and its exposure to foreign markets, exploring how it affects the company's multiple and the reasons for concern. It also briefly discusses electrification in industrial firms, carbon credits in Europe, and their potential effects on electricity prices amid the US political background.
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podcast player
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode