US EditionMondrian: Europe is making a quiet comeback
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Mondrian: Europe is making a quiet comeback
By Aileen Gan, CIO of global equities at Mondrian After more than a decade of significantly lagging the US, European equities may finally be turning a corner. In the wake of the US election, markets rallied around Trump’s pro-growth agenda, widening the gap with Europe, where the protectionist rhetoric and tariff threats heightened concerns for Europe’s export-driven economy. But as tariff concerns crystallize and weigh on the US itself, the ini…
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