Asia Shines - Tech Hot – Europe Doldrums – Stagflation Fear
28Jun2024
Nvidia momentarily wobbled, but tech funds still dominated our What’s Hot? feature covering the last month. But in the real world, surveys are suggesting AI adopters are not seeing benefits which match the hype. European funds are struggling in the wake of EU elections, and the drama in France has a way to go. In contrast, broadly-based Asian funds had a decent month, and have attractions for years ahead while the West will very possibly have a nasty stagflation problem to tackle. READ ON.
By Brian Dennehy
Access Level | public
Market commentary