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356: Germany’s debt brake, Chinese tech and political polarisation – Market Talk

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Manage episode 468693469 series 2402082
Content provided by Audioboom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Ben Bennett, Head of Investment Strategy for Asia, discusses what Germany’s parliamentary election might mean for the future of the country’s much-discussed debt brake. Also on the agenda is the rally in Chinese tech stocks, and how political polarisation is influencing inflation forecasts in the US.
All data is sourced from Eikon as at 24 February 2025 unless otherwise stated.
For professional investors only. Capital at risk.

  continue reading

359 episodes

Artwork
iconShare
 
Manage episode 468693469 series 2402082
Content provided by Audioboom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Ben Bennett, Head of Investment Strategy for Asia, discusses what Germany’s parliamentary election might mean for the future of the country’s much-discussed debt brake. Also on the agenda is the rally in Chinese tech stocks, and how political polarisation is influencing inflation forecasts in the US.
All data is sourced from Eikon as at 24 February 2025 unless otherwise stated.
For professional investors only. Capital at risk.

  continue reading

359 episodes

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