Investors should get ready for a post-recession bull run
FTAdviser Podcast
00:00
The Bear Market Trough Is Coming
Continued US growth all the way through this year is not our interpretation of the lead and economic indicators. We don't think that growth in China is likely to be strong enough to offset weakness elsewhere. The spillovers from a recovery in China concentrated on consumer services are likely to be relatively small. And we're also more forkish on inflation than the market and their poor rates. We think that their market trough has still to come.
Transcript
Play full episode
