The main stock-market indices are soaring to record highs despite the uncertain economic climate. Yet beyond the risk of euphoria, the fundamentals remain solid – and some regions could deliver favourable surprises.
The main stock-market indices are soaring to record highs despite the uncertain economic climate. Yet beyond the risk of euphoria, the fundamentals remain solid – and some regions could deliver favourable surprises.
Edouard Carmignac writes on current economic, political and social issues each quarter.
Edouard Carmignac's Letter
July 2025
More than often, History’s careful reading can help with foreshadowing. Alarming and painful as it might sound, there is a hopeful silver lining to the conflict escalation in the Middle East.
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