Nomura Favors US, Japan, India Stocks
1 month, 2 weeks ago

Nomura Favors US, Japan, India Stocks

Bloomberg  

00:00 This massive move into risk overnight. Then it's going to get interesting when we start seeing the Trump timeline play out as we get to inauguration 20th of January and the policy's actually coming. I think that's going to be a little bit slower and we're going to have a bit of a reversal in some of the rates moves. So there's going to be a lot of movement next year as going to be a real challenge to to time around the market. Europe hasn't had this sort of attention as much as China has, and I think that's going to weigh on market sentiments and definitely going to weigh on European growth as well.

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