Global Economic Indicator that’s Worse than the GFC
Demand for semiconductors is an indicator of the health of the global economy. Right now, things are looking as weak as ever.
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James Syme
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Paul Wimborne
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Ada Chan
Disclaimer
The views expressed are those of the portfolio managers as of April 2023 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
