In the US markets, caution is advised, although the appointment of Scott Bessent as Treasury Secretary is seen as a positive development. The United Kingdom’s international relations are declining with long-term consequences post-Brexit.
Meanwhile, China appears to be recovering, especially in the tech sector, making it more attractive than India.
In Europe, the automotive sector is struggling, and European policies might slow down the adoption of electric vehicles.
Watch our latest video to get more insights from Algebris’ Founder and CEO Davide Serra on global markets.
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