Tag: Julius
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See signs of exuberance in AI stocks, but not a bubble yet: Bank Julius Baer’s Mark Matthews
Mark Matthews of Bank Julius Baer & Co said the technology-led market shows signs of exuberance, but it is not a bubble. “Exuberance, yes,...
Russia sanctions could hurt India more than US tariffs, says Julius Baer’s Matthews
While everyone's busy watching where US tariffs on Indian exports will land, Mark Matthews of Bank Julius Baer thinks the real risk lies elsewhere.“I...
Tariff concerns overblown, oil prices pose bigger risk: Julius Baer’s Matthews
Mark Matthews of Bank Julius Baer says the ongoing tariff discussions are overstated and are unlikely to cause lasting damage to markets or consumers.“My...
Global trust shaken, Fed faces tough choices: Julius Baer’s Mark Matthews
The US Federal Reserve is caught in a tough spot as the economy faces both rising inflation and slowing growth, driven by the ripple...
China stands out among emerging markets, says Julius Baer’s Bhaskar Laxminarayan
Bhaskar Laxminarayan, CIO and Head of Investment Management Asia at Julius Baer believes China currently looks more appealing than other emerging markets (EMs).China benefits...
