How Vulnerable are European Markets to Russia's Invasion of Ukraine?
Wednesday 23 January 2019
Research / Market
After a tough December, which led to an abrupt valuation reset, risk assets rebounded in the first weeks of the year, boosted by a market-sympathetic turn in Fed rhetoric and an increased optimism on trade negotiations. As the current reasons for optimism should be confirmed, we believe it is time to reapproach the areas of risk assets where the correction has brought value back, especially in emerging markets.
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