CEO and Head of Research at Macro Hive Bilal Hafeez joined Bloomberg Europe close on 9th January 2023 to give his view on:
– China re-opening.
– Euro stock valuations vs US stock valuations and what to expect in the new year.
– Possible trades for your portfolio now.
– Continued call that cash is king.
– The biggest tail risks and biggest conviction views for 2023 that investors may be overlooking.
If you have any questions, please feel free to comment below!