With: 

Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy

Ankit Gheedia, CFA, Head of Equity & Derivatives Strategy, Europe

BNP Paribas London Branch | Global Markets (Recorded 09 March 2022)   

Slower growth, higher inflation and risk of policy tightening will weigh on equities in the near term, in our view. We would not buy the dip in equities in the very near term in Europe, despite our medium-term positive fundamental view. 

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