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3min chapter
Macro Mondays #64 - Was the H1 Rebound a fake?
Macro Mondays
Analyzing Market Value Gaps and Sector Expensiveness
This chapter explores market value gaps and their effects on equity investment decisions, emphasizing the UK industrials and Thai markets. It also examines the use of PCA tools for identifying value discrepancies among asset classes, and discusses the performance and trading outlook for the Turkish equity market amidst inflation challenges.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode