10/11/23 -"Beware of Seasons Change"
10/11/23 -"Beware of Seasons Change"
Investors’ perplexity about the economic and political scenario prevents them to fully price-in the sector’s profitability recovery. As far as we are concerned, we believe that Western countries have
likely entered the so-called Summer season of the Kondratieff’s wave. We analyse the implications for banks and try to spot winners and losers.
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