Follow the QE path and buy the CAC (and DAX)
Follow the QE path and buy the CAC (and DAX). Over the years we have seen the FTSE and S&P exerting a strong correlation with the central banks balance sheet. With relative compelling valuations and a strong prospect of ECB enacting on QE I look at the set-up in the French market - (VIEW LINK)
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No rule of law in emerging markets
Sara Allen,
Livewire Markets