If you missed Alain Groshens on BFMTV’s Good Morning Markets, here’s a quick recap.
Alain was invited to share his perspective on the latest developments shaping Asian markets, offering context on political shifts, monetary policy expectations, and sector dynamics that continue to drive sentiment.
Topics discussed included:
• The latest signals from the U.S.-China trade truce
• Momentum in global equities
• The ongoing debate around AI-driven market valuations
For a deeper dive, you can watch the full segment using the link below.
Replay available here:
En portefeuille – 11/11
