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Thomas Rupf, Co-Head Singapore and CIO Asia, VP Bank discusses how European markets are benefiting from reallocations from the USA as well as from the planned economic stimulus and armaments programmes in the EU. He examines the upside potential in view of how valuations in Europe have risen, plus the stronger euro is also having a dampening effect.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Thomas Rupf, Co-Head Singapore and CIO Asia, VP Bank discusses how European markets are benefiting from reallocations from the USA as well as from the planned economic stimulus and armaments programmes in the EU. He examines the upside potential in view of how valuations in Europe have risen, plus the stronger euro is also having a dampening effect.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
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