Sectors with exposure to global economy should perform well as global growth recovers from weak 2023; emerging markets have outperformed despite China weakness; industrial sector should pick up on manufacturing recovery and inventory restocking.
forecastpending
Speaker
Neil DuttaEvidence Quote
“global economic conditions couldn't have been much worse last year but you are starting to see some you know modest green choots and things like South Korean exports uh you know exports more generally in in the Emerging Markets”
Created: 8/12/2026, 6:02:32 PM
My Notes
Loading notes...