‘A rising tide lifts all boats’ was one of Timm Shulze-Melander’s comments this morning as he commented regarding Semi’s tech spending and although that makes sense in relation to Semi Capex inflation it certainly isn’t the theme of the year thus far for Equities. Unless global warming is causing regional tide’s to raise at different levels (which could very well be the case!) there was once again very clear disparity between some major global Equity markets. The tide very much heading out in A…
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