International Monetary Fund China staff member Lin Jianhai and European Central Bank president Christine Lagarde attend the IMF Finance Committee Plenary on October 19 last year. Photo: Reuters International Monetary Fund China staff member Lin Jianhai and European Central Bank president Christine Lagarde attend the IMF Finance Committee Plenary on October 19 last year. Photo: Reuters
International Monetary Fund China staff member Lin Jianhai and European Central Bank president Christine Lagarde attend the IMF Finance Committee Plenary on October 19 last year. Photo: Reuters
Patrik Schowitz
Opinion

Opinion

Macroscope by Patrik Schowitz

As equities improve, emerging markets and Europe are looking like good bets

  • Amid a dramatic US-led stock market rebound, overlooked emerging market equities stand to reap the benefits of a cyclical upturn, subject to US dollar strength, while European equities are increasingly attractive after recent policy boosts

International Monetary Fund China staff member Lin Jianhai and European Central Bank president Christine Lagarde attend the IMF Finance Committee Plenary on October 19 last year. Photo: Reuters International Monetary Fund China staff member Lin Jianhai and European Central Bank president Christine Lagarde attend the IMF Finance Committee Plenary on October 19 last year. Photo: Reuters
International Monetary Fund China staff member Lin Jianhai and European Central Bank president Christine Lagarde attend the IMF Finance Committee Plenary on October 19 last year. Photo: Reuters
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Patrik Schowitz

Patrik Schowitz

Patrik Schowitz is a global multi-asset strategist at JP Morgan Asset Management.