Consider This: Could Europe Build a Structural Advantage via Cheap Electricity? (Franklin Templeton)
Franklin Templeton Institute explores the new economic and geopolitical order that is shaping up, the key players…
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Decoding Tariffs: What’s the Economic Impact? (Capital Group)
Capital Group economists share their views on the latest round of tariffs announced by the U.S. government.
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A New World: Capturing Opportunity and Weathering Uncertainty (Bridgewater Associates)
U.S. equity investors have experienced an extraordinary run. Now the world is changing, with new variables at play…
The New Jedi Order: Global Chip War and the Semiconductor Industry (Allianz)
The chip market generated almost USD700bn of revenue last year, up by +21% y/y, and is expected to record a CAGR…
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