In today’s briefing:
- OV #37 – From Chips to Ships: Markets Rattle as Trade War Escalates
OV #37 – From Chips to Ships: Markets Rattle as Trade War Escalates
- A review of recent events/data impacting our investment themes and outlook
- Negotiations between the US and China are not going well, to say the least!
- We review the short-term outlook for some of the sectors we focus on.
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